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 |
|---|---|---|---|---|---|
| Harrington Investments, INC | 7,530 | $215.4K | 0.15% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,600 | $217.4K | 0.03% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 7,841 | $227.0K | 0.09% | −501−6.0% | Reduced |
| US Bancorp | 7,996 | $228.7K | 0.00% | −8−0.1% | Reduced |
| AE Wealth Management LLC | 8,040 | $230.0K | 0.00% | +201+2.6% | Added |
| First Republic Investment Management, Inc. | 8,071 | $230.8K | 0.00% | +53+0.7% | Added |
| Smithfield Trust Co | 8,316 | $237.0K | 0.02% | −2,038−19.7% | Reduced |
| Annapolis Financial Services, LLC | 8,537 | $244.2K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 8,472 | $244.6K | 0.01% | −4,468−34.5% | Reduced |
| MAI Capital Management | 8,676 | $248.1K | 0.00% | −1,011−10.4% | Reduced |
| Bard Financial Services, Inc. | 8,700 | $248.8K | 0.02% | −750−7.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,882 | $254.0K | 0.01% | +8,882 | New |
| LGL Partners, LLC | 9,000 | $257.4K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,134 | $261.2K | 0.00% | −129−1.4% | Reduced |
| Fiduciary Trust Co | 9,175 | $262.4K | 0.00% | −7,584−45.3% | Reduced |
| La Financiere de L'Echiquier | 9,350 | $267.4K | 0.01% | +9,350 | New |
| Amalgamated Bank | 9,412 | $269.0K | 0.00% | −2,069−18.0% | Reduced |
| Pictet Asset Management SA | 9,462 | $270.6K | 0.00% | −1,545−14.0% | Reduced |
| Los Angeles Capital Management LLC | 9,562 | $273.5K | 0.00% | +446+4.9% | Added |
| Keybank National Association | 9,662 | $276.3K | 0.00% | +9,662 | New |
| Cresset Asset Management, LLC | 9,630 | $279.2K | 0.01% | +346+3.7% | Added |
| Annex Advisory Services, LLC | 9,860 | $282.0K | 0.02% | −75,105−88.4% | Reduced |
| Principal Financial Group Inc | 9,870 | $282.3K | 0.00% | +9,870 | New |
| Gabelli Funds LLC | 10,000 | $286.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,118 | $289.4K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 10,160 | $290.6K | 0.05% | −946−8.5% | Reduced |
| ProShare Advisors LLC | 10,252 | $293.2K | 0.00% | −957−8.5% | Reduced |
| Public Employees Retirement Association of Colorado | 10,404 | $298.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 10,450 | $298.9K | 0.02% | −5,272−33.5% | Reduced |
| Davy Global Fund Management Ltd | 10,452 | $298.9K | 0.06% | +1,957+23.0% | Added |
| Quantbot Technologies LP | 10,616 | $303.6K | 0.02% | −3,118−22.7% | Reduced |
| Everett Harris & Co | 10,800 | $308.9K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 10,855 | $309.0K | 0.23% | 00.0% | Unchanged |
| DnB Asset Management AS | 10,845 | $309.9K | 0.00% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 10,865 | $310.7K | 0.14% | −255−2.3% | Reduced |
| DekaBank Deutsche Girozentrale | 12,319 | $337.0K | 0.00% | −1,015−7.6% | Reduced |
| Teacher Retirement System of Texas | 12,187 | $349.0K | 0.00% | −3,005−19.8% | Reduced |
| Schnieders Capital Management LLC | 12,700 | $363.2K | 0.08% | +300+2.4% | Added |
| Spirit of America Management Corp | 12,717 | $363.7K | 0.08% | −2,000−13.6% | Reduced |
| Shepherd Financial Partners LLC | 13,363 | $382.2K | 0.06% | −6,062−31.2% | Reduced |
| Creative Planning | 13,396 | $383.1K | 0.00% | +510+4.0% | Added |
| Avantax Advisory Services, Inc. | 13,600 | $389.0K | 0.00% | +1,844+15.7% | Added |
| Red Spruce Capital, LLC | 14,009 | $400.7K | 0.23% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 14,301 | $409.0K | 0.01% | −4,559−24.2% | Reduced |
| Outlook Wealth Advisors, LLC | 14,791 | $423.0K | 0.19% | +726+5.2% | Added |
| TCW Group Inc | 14,915 | $426.6K | 0.01% | +225+1.5% | Added |
| BSW Wealth Partners | 16,586 | $474.4K | 0.10% | −6,545−28.3% | Reduced |
| Merit Financial Group, LLC | 17,413 | $498.0K | 0.02% | +1,155+7.1% | Added |
| Bard Associates Inc | 17,494 | $506.8K | 0.21% | −475−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,750 | $507.6K | 0.00% | −3,041−14.6% | Reduced |
| Victory Capital Management Inc | 18,122 | $518.3K | 0.00% | −832−4.4% | Reduced |
| STRS Ohio | 18,500 | $529.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 21,900 | $626.3K | 0.00% | −2,130−8.9% | Reduced |
| Cetera Advisor Networks LLC | 22,177 | $634.2K | 0.00% | +1,384+6.7% | Added |
| Hartline Investment Corp | 22,243 | $636.1K | 0.13% | +154+0.7% | Added |
| Hilltop Holdings Inc. | 22,295 | $637.6K | 0.09% | +534+2.5% | Added |
| Kennedy Capital Management, Inc. | 22,496 | $643.4K | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 22,799 | $652.1K | 0.00% | +22,799 | New |
| Values First Advisors, Inc. | 23,216 | $664.0K | 0.42% | −3,882−14.3% | Reduced |
| Beacon Pointe Advisors, LLC | 23,356 | $668.0K | 0.01% | +23,356 | New |
| Perpetual Ltd | 24,095 | $689.1K | 0.01% | +24,095 | New |
| Skandinaviska Enskilda Banken AB (publ) | 24,432 | $699.0K | 0.00% | −3,315−11.9% | Reduced |
| Arizona State Retirement System | 25,782 | $737.4K | 0.01% | +1,057+4.3% | Added |
| AQR Capital Management LLC | 26,192 | $749.1K | 0.00% | −3,802−12.7% | Reduced |
| Zacks Investment Management | 26,721 | $764.2K | 0.01% | +1,999+8.1% | Added |
| Eqis Capital Management, Inc. | 26,828 | $767.3K | 0.09% | −4,795−15.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 28,110 | $803.9K | 0.03% | +28,110 | New |
| State Board of Administration of Florida Retirement System | 28,676 | $820.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,997 | $829.3K | 0.00% | +1,638+6.0% | Added |
| Great West Life Assurance Co | 29,168 | $835.0K | 0.00% | −7,843−21.2% | Reduced |
| Vert Asset Management LLC | 29,859 | $854.0K | 0.50% | +10,016+50.5% | Added |
| La Banque Postale Asset Management SA | 29,930 | $856.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 22,880 | $857.0K | 0.00% | +22,880 | New |
| Dimensional Fund Advisors LP | 30,009 | $858.3K | 0.00% | −13,073−30.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,981 | $886.0K | 0.00% | −32−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 31,530 | $901.8K | 0.00% | +2,400+8.2% | Added |
| Jump Financial, LLC | 31,544 | $902.2K | 0.04% | +19,252+156.6% | Added |
| Truist Financial Corp | 34,317 | $981.5K | 0.00% | −409−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 34,810 | $995.6K | 0.00% | +196+0.6% | Added |
| Nisa Investment Advisors, LLC | 35,148 | $1.00M | 0.01% | +6,340+22.0% | Added |
| National Bank of Canada | 36,517 | $1.02M | 0.00% | −2,645−6.8% | Reduced |
| ETF Managers Group, LLC | 37,028 | $1.06M | 0.03% | +21,730+142.0% | Added |
| Voya Investment Management LLC | 37,097 | $1.06M | 0.00% | −223,518−85.8% | Reduced |
| Mutual of America Capital Management LLC | 37,347 | $1.07M | 0.01% | −1,171−3.0% | Reduced |
| Congress Asset Management Co | 37,672 | $1.08M | 0.01% | +3,735+11.0% | Added |
| ABN AMRO Bank N.V. | 38,473 | $1.10M | 0.02% | +38,473 | New |
| Teachers Retirement System of the State of Kentucky | 39,161 | $1.12M | 0.01% | +760+2.0% | Added |
| Janney Montgomery Scott LLC | 40,017 | $1.15M | 0.00% | +1,285+3.3% | Added |
| Horst & Graben Wealth Management LLC | 40,229 | $1.15M | 0.29% | +101+0.3% | Added |
| Spouting Rock Asset Management, LLC | 40,995 | $1.17M | 0.41% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 41,170 | $1.18M | 0.00% | +11,754+40.0% | Added |
| Pathstone Family Office, LLC | 41,254 | $1.20M | 0.02% | −2,180−5.0% | Reduced |
| Bailard, Inc. | 41,836 | $1.20M | 0.04% | +878+2.1% | Added |
| SG Americas Securities, LLC | 41,926 | $1.20M | 0.02% | +5,507+15.1% | Added |
| American International Group, Inc. | 42,043 | $1.20M | 0.01% | +836+2.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 43,011 | $1.23M | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 43,355 | $1.24M | 0.02% | −41,906−49.2% | Reduced |
| Northeast Financial Consultants Inc | 43,755 | $1.25M | 0.08% | 00.0% | Unchanged |
| MetLife Investment Management | 45,658 | $1.31M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 45,800 | $1.31M | 0.04% | −6,425−12.3% | Reduced |