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 2023
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Mar 31, 2023. 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
- 326
- −5 vs. Q4 2022
- Shares held
- 83.8M
- +3.18M (+3.9%) vs. Q4 2022
- Total value
- $2.40B
- +$57.0M (+2.4%) vs. Q4 2022
- New holders
- 39
- 121 more added
- Sold out
- 44
- 112 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| Baker Avenue Asset Management, LP | 16 | $458 | 0.00% | +16 | New |
| Washington Trust Co | 17 | $486 | 0.00% | −54−76.1% | Reduced |
| Farther Finance Advisors, LLC | 29 | $829 | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 32 | $915 | 0.00% | +32 | New |
| Cape Investment Advisory, Inc. | 34 | $972 | 0.00% | +34 | New |
| Capital Advisors, Ltd. LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| Albion Financial Group | 45 | $1.29K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 49 | $1.40K | 0.00% | +49 | New |
| Bell Investment Advisors, Inc | 56 | $1.60K | 0.00% | −15−21.1% | Reduced |
| Carmel Capital Partners, LLC | 56 | $1.60K | 0.00% | +56 | New |
| Manchester Capital Management LLC | 68 | $1.95K | 0.00% | −32−32.0% | Reduced |
| Public Employees Retirement System of Ohio | 86 | $2.00K | 0.00% | +86 | New |
| Bay Harbor Wealth Management, LLC | 73 | $2.12K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 90 | $2.33K | 0.00% | +28+45.2% | Added |
| Richard W. Paul & Associates, LLC | 84 | $2.40K | 0.00% | −8−8.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93 | $2.66K | 0.00% | +93 | New |
| Signaturefd, LLC | 134 | $3.83K | 0.00% | −338−71.6% | Reduced |
| Larson Financial Group LLC | 138 | $3.95K | 0.00% | +2+1.5% | Added |
| Parallel Advisors, LLC | 145 | $4.15K | 0.00% | −25−14.7% | Reduced |
| Pflug Koory, LLC | 160 | $4.58K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 166 | $4.75K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $5.13K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 180 | $5.15K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 184 | $5.26K | 0.00% | +6+3.4% | Added |
| Raleigh Capital Management Inc. | 194 | $5.55K | 0.00% | +19+10.9% | Added |
| Sound Income Strategies, LLC | 203 | $5.81K | 0.00% | −18−8.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 218 | $6.24K | 0.00% | −6,264−96.6% | Reduced |
| Ellevest, Inc. | 263 | $7.52K | 0.00% | −161−38.0% | Reduced |
| Bokf, NA | 300 | $8.58K | 0.00% | +300 | New |
| Lindbrook Capital, LLC | 313 | $8.95K | 0.00% | +147+88.6% | Added |
| Newbridge Financial Services Group, Inc. | 320 | $9.15K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 326 | $9.32K | 0.00% | −1−0.3% | Reduced |
| Horan Securities, Inc. | 348 | $9.95K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 418 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 422 | $12.1K | 0.00% | +242+134.4% | Added |
| Focused Wealth Management, Inc | 428 | $12.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 442 | $12.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 700 | $12.9K | 0.00% | −403−36.5% | Reduced |
| Dividend Assets Capital, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 500 | $14.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $14.3K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 518 | $14.8K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 593 | $17.0K | 0.01% | +593 | New |
| Huntington National Bank | 606 | $17.3K | 0.00% | −4−0.7% | Reduced |
| Advisory Services Network, LLC | 666 | $19.1K | 0.00% | +7+1.1% | Added |
| RFP Financial Group LLC | 900 | $25.7K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 910 | $26.0K | 0.00% | +910 | New |
| Group One Trading, L.P. | 927 | $26.5K | 0.00% | +927 | New |
| Bogart Wealth, LLC | 945 | $27.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 1,237 | $28.0K | 0.01% | −5,330−81.2% | Reduced |
| DecisionPoint Financial, LLC | 1,000 | $28.6K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,000 | $28.6K | 0.00% | +1,000 | New |
| HBC Financial Services, PLLC | 1,200 | $34.0K | 0.03% | +900+300.0% | Added |
| AdvisorNet Financial, Inc | 1,300 | $37.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,393 | $39.8K | 0.02% | −2,589−65.0% | Reduced |
| CWM, LLC | 1,479 | $42.0K | 0.00% | −18−1.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,134 | $42.5K | 0.00% | +1,134 | New |
| Trust Co of Vermont | 1,500 | $42.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,632 | $46.7K | 0.00% | −600−26.9% | Reduced |
| Addison Advisors LLC | 1,945 | $55.6K | 0.03% | +1,277+191.2% | Added |
| Bourgeon Capital Management LLC | 2,175 | $62.2K | 0.01% | +285+15.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,200 | $62.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,267 | $64.8K | 0.00% | +513+29.2% | Added |
| State of Wyoming | 2,346 | $67.1K | 0.02% | −98−4.0% | Reduced |
| Osterweis Capital Management Inc | 2,390 | $68.4K | 0.00% | −54,570−95.8% | Reduced |
| Atticus Wealth Management, LLC | 2,422 | $69.3K | 0.03% | +28+1.2% | Added |
| Tower Research Capital LLC (TRC) | 2,453 | $70.0K | 0.00% | +1,297+112.2% | Added |
| Nomura Asset Management Co Ltd | 2,472 | $70.7K | 0.00% | +2,472 | New |
| AXS Investments LLC | 2,560 | $73.2K | 0.02% | +2,560 | New |
| Catalyst Capital Advisors LLC | 2,730 | $78.1K | 0.00% | +260+10.5% | Added |
| Robeco Institutional Asset Management B.V. | 2,735 | $78.2K | 0.00% | +2,735 | New |
| The PNC Financial Services Group, Inc. | 2,766 | $79.1K | 0.00% | +218+8.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,787 | $80.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,787 | $81.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,401 | $97.3K | 0.00% | +1,831+116.6% | Added |
| Proequities, Inc. | 3,525 | $102.2K | 0.01% | +41+1.2% | Added |
| FMR LLC | 3,903 | $111.6K | 0.00% | −1,067−21.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $114.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 4,000 | $114.4K | 0.00% | +4,000 | New |
| Metropolitan Life Insurance Co | 4,833 | $138.2K | 0.01% | −551−10.2% | Reduced |
| Citigroup Inc | 5,029 | $143.8K | 0.00% | −1,732−25.6% | Reduced |
| Belpointe Asset Management LLC | 5,369 | $153.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 5,866 | $167.8K | 0.11% | −128−2.1% | Reduced |
| Dark Forest Capital Management LP | 5,960 | $170.5K | 0.04% | −5,013−45.7% | Reduced |
| 1832 Asset Management L.P. | 6,000 | $171.6K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 6,211 | $177.6K | 0.12% | +6,211 | New |
| Canton Hathaway, LLC | 6,500 | $186.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,971 | $199.4K | 0.01% | 00.0% | Unchanged |
| Riverwater Partners LLC | 7,100 | $203.1K | 0.19% | 00.0% | Unchanged |
| Veritable, L.P. | 7,117 | $203.5K | 0.00% | −4,280−37.6% | Reduced |
| First Affirmative Financial Network | 7,178 | $205.3K | 0.24% | −472−6.2% | Reduced |
| FDx Advisors, Inc. | 7,144 | $207.0K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,244 | $207.2K | 0.01% | +125+1.8% | Added |
| Quadrature Capital Ltd | 7,292 | $208.4K | 0.01% | +7,292 | New |
| OneAscent Financial Services LLC | 7,196 | $209.0K | 0.08% | +59+0.8% | Added |
| Blair William & Co | 7,445 | $212.9K | 0.00% | +7,445 | New |