HA Sustainable Infrastructure Capital, Inc.
HASI- Exchange
- NYSE
- Industry
- Investors, NEC
- SEC CIK
- 0001561894
No open-market purchases or sales by HA Sustainable Infrastructure Capital, Inc. insiders were filed in the last 90 days; 407 institutions reported holding it in 13F filings for Q2 2026, worth $5.14B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 376
- +5 vs. Q4 2021
- Shares held
- 75.3M
- +3.55M (+5.0%) vs. Q4 2021
- Total value
- $3.57B
- −$237.2M (−6.2%) vs. Q4 2021
- New holders
- 44
- 158 more added
- Sold out
- 39
- 115 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HASI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 407 | $5.14B |
| Q1 2026 | 387 | $4.61B |
| Q4 2025 | 373 | $3.96B |
| Q3 2025 | 356 | $3.87B |
| Q2 2025 | 352 | $3.39B |
| Q1 2025 | 361 | $3.64B |
| Q4 2024 | 343 | $3.33B |
| Q3 2024 | 372 | $3.97B |
| Q2 2024 | 365 | $3.36B |
| Q1 2024 | 345 | $3.23B |
| Q4 2023 | 344 | $3.15B |
| Q3 2023 | 325 | $2.43B |
| Q2 2023 | 322 | $2.45B |
| Q1 2023 | 326 | $2.40B |
| Q4 2022 | 338 | $2.34B |
| Q3 2022 | 351 | $2.35B |
| Q2 2022 | 354 | $2.96B |
| Q1 2022 | 376 | $3.57B |
| Q4 2021 | 376 | $3.82B |
| Q3 2021 | 365 | $3.76B |
| Q2 2021 | 352 | $3.88B |
| Q1 2021 | 367 | $3.74B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 4,239 | $201.0K | 0.00% | −272−6.0% | Reduced |
| Davenport & Co LLC | 4,225 | $200.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 4,054 | $192.0K | 0.03% | +1,290+46.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $190.0K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3,740 | $177.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 3,707 | $176.0K | 0.01% | −273−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,704 | $175.0K | 0.00% | −374−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,566 | $168.0K | 0.00% | −183−4.9% | Reduced |
| Commons Capital, LLC | 3,380 | $160.0K | 0.17% | +690+25.7% | Added |
| Cribstone Capital Management, LLC | 3,200 | $152.0K | 0.08% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3,160 | $150.0K | 0.03% | +430+15.8% | Added |
| Bartlett & Co. Wealth Management LLC | 2,787 | $132.2K | 0.00% | +2,787 | New |
| Bartlett & Co. LLC | 2,787 | $132.0K | 0.00% | +2,787 | New |
| Atticus Wealth Management, LLC | 2,312 | $110.0K | 0.04% | +16+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,200 | $104.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,366 | $102.0K | 0.00% | +1,666+61.7% | Added |
| Future Financial Wealth Managment LLC | 2,151 | $102.0K | 0.08% | +17+0.8% | Added |
| Macquarie Group Ltd | 1,999 | $95.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,904 | $90.0K | 0.00% | +466+32.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,808 | $86.0K | 0.00% | −303−14.4% | Reduced |
| Neo Ivy Capital Management | 1,808 | $86.0K | 0.08% | −259−12.5% | Reduced |
| Zions Bancorporation, N.A. | 1,548 | $73.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,404 | $67.0K | 0.00% | +1,404 | New |
| AdvisorNet Financial, Inc | 1,300 | $62.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,255 | $60.0K | 0.01% | −3,136−71.4% | Reduced |
| American Portfolios Advisors | 802 | $38.0K | 0.00% | −133−14.2% | Reduced |
| Lazard Asset Management LLC | 803 | $38.0K | 0.00% | +803 | New |
| CWM, LLC | 781 | $37.0K | 0.00% | +249+46.8% | Added |
| Hartford Financial Management Inc. | 707 | $34.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 614 | $29.0K | 0.00% | −4,321−87.6% | Reduced |
| Huntington National Bank | 576 | $27.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 518 | $25.0K | 0.01% | +518 | New |
| Dividend Assets Capital, LLC | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $23.7K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 490 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 460 | $22.0K | 0.00% | +460 | New |
| Kayne Anderson Rudnick Investment Management LLC | 439 | $21.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 436 | $21.0K | 0.01% | +436 | New |
| Focused Wealth Management, Inc | 428 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 418 | $20.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 440 | $20.0K | 0.00% | +30+7.3% | Added |
| Koshinski Asset Management, Inc. | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 348 | $17.0K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 340 | $16.0K | 0.01% | +340 | New |
| Newbridge Financial Services Group, Inc. | 320 | $15.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 304 | $14.0K | 0.01% | +114+60.0% | Added |
| Ancora Advisors, LLC | 300 | $14.0K | 0.00% | +200+200.0% | Added |
| Quadrant Capital Group LLC | 302 | $14.0K | 0.00% | +213+239.3% | Added |
| Anchor Investment Management, LLC | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 300 | $11.0K | 0.01% | −100−25.0% | Reduced |
| Penserra Capital Management LLC | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 205 | $10.0K | 0.00% | −33−13.9% | Reduced |
| TD Private Client Wealth LLC | 190 | $9.01K | 0.00% | +190 | New |
| Salem Investment Counselors Inc | 177 | $8.00K | 0.00% | −1,888−91.4% | Reduced |
| Lloyd Advisory Services, LLC. | – | $8.00K | 0.00% | – | – |
| Pflug Koory, LLC | 160 | $8.00K | 0.00% | +80+100.0% | Added |
| Rational Advisors LLC | 174 | $8.00K | 0.00% | +174 | New |
| Cascade Investment Advisors, Inc. | 167 | $7.92K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 166 | $7.87K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 155 | $7.00K | 0.00% | +7+4.7% | Added |
| Covington Capital Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 94 | $4.00K | 0.00% | +94 | New |
| Parallel Advisors, LLC | 68 | $3.00K | 0.00% | −697−91.1% | Reduced |
| Allworth Financial LP | 59 | $3.00K | 0.00% | −234−79.9% | Reduced |
| Washington Trust Co | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 53 | $3.00K | 0.00% | +12+29.3% | Added |
| Meeder Asset Management Inc | 40 | $2.00K | 0.00% | +2+5.3% | Added |
| Bedel Financial Consulting, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 12 | $1.00K | 0.00% | −87−87.9% | Reduced |
| TCTC Holdings, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 23 | $1.00K | 0.00% | −3−11.5% | Reduced |
| Raffa Wealth Management, LLC | 4 | $190 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Sofos Investments, Inc. | 47 | – | – | −6−11.3% | Reduced |
| Tobias Financial Advisors, Inc. | 0 | $0 | 0.00% | −210,340−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −36,755−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −36,239−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −32,347−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −31,751−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −20,997−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,361−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −18,411−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −17,285−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −16,275−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −15,641−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −12,835−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −11,181−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,073−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −10,038−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −9,559−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −7,924−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −7,454−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −4,707−100.0% | Sold out |
| Portland Global Advisors LLC | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −3,915−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3,923−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,577−100.0% | Sold out |