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, Q4 2022
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Dec 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
- 338
- −4 vs. Q3 2022
- Shares held
- 80.7M
- +2.64M (+3.4%) vs. Q3 2022
- Total value
- $2.34B
- +$6.00M (+0.3%) vs. Q3 2022
- New holders
- 42
- 154 more added
- Sold out
- 46
- 84 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | +3+37.5% | Added |
| Ronald Blue Trust, Inc. | 9 | $0 | 0.00% | +9 | New |
| Sofos Investments, Inc. | 29 | $650 | 0.01% | +29 | New |
| Farther Finance Advisors, LLC | 29 | $840 | 0.00% | +29 | New |
| Accurate Wealth Management, LLC | 29 | $939 | 0.00% | +29 | New |
| Capital Advisors, Ltd. LLC | 51 | $1.00K | 0.00% | +51 | New |
| Global Wealth Strategies & Associates | 39 | $1.13K | 0.00% | +39 | New |
| Albion Financial Group | 45 | $1.30K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 62 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 73 | $2.00K | 0.00% | +10+15.9% | Added |
| Washington Trust Co | 71 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.06K | 0.00% | +15+26.8% | Added |
| Richard W. Paul & Associates, LLC | 92 | $2.67K | 0.00% | +92 | New |
| Manchester Capital Management LLC | 100 | $2.90K | 0.00% | −68−40.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 125 | $3.62K | 0.00% | −469−79.0% | Reduced |
| Larson Financial Group LLC | 136 | $3.95K | 0.00% | +1+0.7% | Added |
| Lindbrook Capital, LLC | 166 | $4.81K | 0.00% | −36−17.8% | Reduced |
| Stephens Consulting, LLC | 166 | $4.81K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 170 | $4.93K | 0.00% | −477−73.7% | Reduced |
| Pflug Koory, LLC | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 175 | $5.07K | 0.00% | +35+25.0% | Added |
| Allworth Financial LP | 178 | $5.16K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $5.20K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 180 | $5.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 180 | $5.22K | 0.00% | +114+172.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 221 | $6.41K | 0.00% | +18+8.9% | Added |
| BerganKDV Wealth Management, LLC | 270 | $7.83K | 0.00% | +270 | New |
| Money Concepts Capital Corp | 273 | $7.90K | 0.00% | −11,662−97.7% | Reduced |
| HBC Financial Services, PLLC | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 320 | $9.27K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 327 | $9.48K | 0.00% | +86+35.7% | Added |
| Horan Securities, Inc. | 348 | $10.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 357 | $10.3K | 0.00% | +112+45.7% | Added |
| Hanson & Doremus Investment Management | 418 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 424 | $12.3K | 0.00% | +261+160.1% | Added |
| Focused Wealth Management, Inc | 428 | $12.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 442 | $13.0K | 0.01% | +442 | New |
| Signaturefd, LLC | 472 | $13.7K | 0.00% | +287+155.1% | Added |
| Dividend Assets Capital, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 490 | $14.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 500 | $14.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $14.5K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 518 | $15.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 596 | $17.3K | 0.02% | +596 | New |
| Huntington National Bank | 610 | $17.7K | 0.00% | +3+0.5% | Added |
| Advisory Services Network, LLC | 659 | $19.1K | 0.00% | +659 | New |
| Addison Advisors LLC | 668 | $19.4K | 0.01% | +236+54.6% | Added |
| IFP Advisors, Inc | 1,103 | $24.0K | 0.00% | −315−22.2% | Reduced |
| CoreCap Advisors, LLC | 892 | $25.9K | 0.00% | +892 | New |
| RFP Financial Group LLC | 900 | $26.1K | 0.01% | +900 | New |
| Bogart Wealth, LLC | 945 | $27.4K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $29.0K | 0.02% | +1,000 | New |
| Cutler Group LP | 1,054 | $30.0K | 0.00% | +364+52.8% | Added |
| Advisors Asset Management, Inc. | 1,121 | $32.5K | 0.00% | −1,400−55.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,156 | $33.0K | 0.00% | −6,558−85.0% | Reduced |
| AdvisorNet Financial, Inc | 1,300 | $37.7K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,300 | $37.7K | 0.00% | +1,300 | New |
| CWM, LLC | 1,497 | $43.0K | 0.00% | +183+13.9% | Added |
| Trust Co of Vermont | 1,500 | $43.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,570 | $45.5K | 0.00% | −35−2.2% | Reduced |
| Comerica Securities,inc. | 1,727 | $50.7K | 0.00% | +1,727 | New |
| Exchange Traded Concepts, LLC | 1,754 | $50.8K | 0.00% | +56+3.3% | Added |
| Bourgeon Capital Management LLC | 1,890 | $54.8K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,906 | $55.0K | 0.00% | −42−2.2% | Reduced |
| Castleview Partners, LLC | 2,021 | $58.6K | 0.06% | +2,021 | New |
| ICA Group Wealth Management, LLC | 2,189 | $63.4K | 0.01% | +2,189 | New |
| Steward Partners Investment Advisory, LLC | 2,200 | $63.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,232 | $64.7K | 0.00% | +570+34.3% | Added |
| Atticus Wealth Management, LLC | 2,394 | $69.4K | 0.03% | +62+2.7% | Added |
| State of Wyoming | 2,444 | $70.8K | 0.02% | −30−1.2% | Reduced |
| Catalyst Capital Advisors LLC | 2,470 | $71.6K | 0.00% | +520+26.7% | Added |
| The PNC Financial Services Group, Inc. | 2,548 | $73.8K | 0.00% | −1,032−28.8% | Reduced |
| Clear Street Markets LLC | 2,632 | $76.0K | 0.02% | +2,631+263,100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 2,787 | $81.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,787 | $82.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 3,200 | $92.7K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 3,484 | $102.3K | 0.01% | +19+0.5% | Added |
| Truvestments Capital LLC | 3,982 | $115.4K | 0.07% | −11,121−73.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $116.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 4,970 | $144.0K | 0.00% | −8,996−64.4% | Reduced |
| Belpointe Asset Management LLC | 5,369 | $155.6K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,384 | $156.0K | 0.01% | +243+4.7% | Added |
| Bank of Montreal | 4,973 | $162.9K | 0.00% | +4,973 | New |
| AllSquare Wealth Management LLC | 5,994 | $173.7K | 0.12% | +436+7.8% | Added |
| 1832 Asset Management L.P. | 6,000 | $173.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,482 | $178.8K | 0.00% | +6,482 | New |
| Canton Hathaway, LLC | 6,500 | $188.0K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 6,567 | $190.0K | 0.03% | +783+13.5% | Added |
| Citigroup Inc | 6,761 | $195.9K | 0.00% | −14,236−67.8% | Reduced |
| Riverwater Partners LLC | 7,100 | $205.8K | 0.18% | +7,100 | New |
| Mission Wealth Management, LP | 7,119 | $206.3K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 7,144 | $207.0K | 0.01% | +7,144 | New |
| OneAscent Financial Services LLC | 7,137 | $210.0K | 0.09% | −2,827−28.4% | Reduced |
| Boston Private Wealth LLC | 7,247 | $210.0K | 0.00% | +7,247 | New |
| Wedbush Securities Inc | 7,274 | $211.0K | 0.01% | +7,274 | New |
| Gamble Jones Investment Counsel | 7,406 | $214.6K | 0.02% | 00.0% | Unchanged |
| Harrington Investments, INC | 7,530 | $218.2K | 0.16% | +7,530 | New |