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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 10,160 | $290.6K | 0.05% | −946−8.5% | Reduced |
| Baldwin Brothers Inc | 10,118 | $289.4K | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,000 | $286.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 9,870 | $282.3K | 0.00% | +9,870 | New |
| Annex Advisory Services, LLC | 9,860 | $282.0K | 0.02% | −75,105−88.4% | Reduced |
| Cresset Asset Management, LLC | 9,630 | $279.2K | 0.01% | +346+3.7% | Added |
| Keybank National Association | 9,662 | $276.3K | 0.00% | +9,662 | New |
| Los Angeles Capital Management LLC | 9,562 | $273.5K | 0.00% | +446+4.9% | Added |
| Pictet Asset Management SA | 9,462 | $270.6K | 0.00% | −1,545−14.0% | Reduced |
| Amalgamated Bank | 9,412 | $269.0K | 0.00% | −2,069−18.0% | Reduced |
| La Financiere de L'Echiquier | 9,350 | $267.4K | 0.01% | +9,350 | New |
| Fiduciary Trust Co | 9,175 | $262.4K | 0.00% | −7,584−45.3% | Reduced |
| Captrust Financial Advisors | 9,134 | $261.2K | 0.00% | −129−1.4% | Reduced |
| LGL Partners, LLC | 9,000 | $257.4K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,882 | $254.0K | 0.01% | +8,882 | New |
| Bard Financial Services, Inc. | 8,700 | $248.8K | 0.02% | −750−7.9% | Reduced |
| MAI Capital Management | 8,676 | $248.1K | 0.00% | −1,011−10.4% | Reduced |
| National Asset Management, Inc. | 8,472 | $244.6K | 0.01% | −4,468−34.5% | Reduced |
| Annapolis Financial Services, LLC | 8,537 | $244.2K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 8,316 | $237.0K | 0.02% | −2,038−19.7% | Reduced |
| First Republic Investment Management, Inc. | 8,071 | $230.8K | 0.00% | +53+0.7% | Added |
| AE Wealth Management LLC | 8,040 | $230.0K | 0.00% | +201+2.6% | Added |
| US Bancorp | 7,996 | $228.7K | 0.00% | −8−0.1% | Reduced |
| OneAscent Wealth Management LLC | 7,841 | $227.0K | 0.09% | −501−6.0% | Reduced |
| Good Life Advisors, LLC | 7,600 | $217.4K | 0.03% | 00.0% | Unchanged |
| Harrington Investments, INC | 7,530 | $215.4K | 0.15% | 00.0% | Unchanged |
| Blair William & Co | 7,445 | $212.9K | 0.00% | +7,445 | New |
| OneAscent Financial Services LLC | 7,196 | $209.0K | 0.08% | +59+0.8% | Added |
| Quadrature Capital Ltd | 7,292 | $208.4K | 0.01% | +7,292 | New |
| Mission Wealth Management, LP | 7,244 | $207.2K | 0.01% | +125+1.8% | Added |
| FDx Advisors, Inc. | 7,144 | $207.0K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 7,178 | $205.3K | 0.24% | −472−6.2% | Reduced |
| Veritable, L.P. | 7,117 | $203.5K | 0.00% | −4,280−37.6% | Reduced |
| Riverwater Partners LLC | 7,100 | $203.1K | 0.19% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,971 | $199.4K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,500 | $186.0K | 0.06% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 6,211 | $177.6K | 0.12% | +6,211 | New |
| 1832 Asset Management L.P. | 6,000 | $171.6K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5,960 | $170.5K | 0.04% | −5,013−45.7% | Reduced |
| AllSquare Wealth Management LLC | 5,866 | $167.8K | 0.11% | −128−2.1% | Reduced |
| Belpointe Asset Management LLC | 5,369 | $153.5K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 5,029 | $143.8K | 0.00% | −1,732−25.6% | Reduced |
| Metropolitan Life Insurance Co | 4,833 | $138.2K | 0.01% | −551−10.2% | Reduced |
| Spire Wealth Management | 4,000 | $114.4K | 0.00% | +4,000 | New |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $114.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 3,903 | $111.6K | 0.00% | −1,067−21.5% | Reduced |
| Proequities, Inc. | 3,525 | $102.2K | 0.01% | +41+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 3,401 | $97.3K | 0.00% | +1,831+116.6% | Added |
| Bartlett & Co. LLC | 2,787 | $81.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,787 | $80.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,766 | $79.1K | 0.00% | +218+8.6% | Added |
| Robeco Institutional Asset Management B.V. | 2,735 | $78.2K | 0.00% | +2,735 | New |
| Catalyst Capital Advisors LLC | 2,730 | $78.1K | 0.00% | +260+10.5% | Added |
| AXS Investments LLC | 2,560 | $73.2K | 0.02% | +2,560 | New |
| Nomura Asset Management Co Ltd | 2,472 | $70.7K | 0.00% | +2,472 | New |
| Tower Research Capital LLC (TRC) | 2,453 | $70.0K | 0.00% | +1,297+112.2% | Added |
| Atticus Wealth Management, LLC | 2,422 | $69.3K | 0.03% | +28+1.2% | Added |
| Osterweis Capital Management Inc | 2,390 | $68.4K | 0.00% | −54,570−95.8% | Reduced |
| State of Wyoming | 2,346 | $67.1K | 0.02% | −98−4.0% | Reduced |
| Exchange Traded Concepts, LLC | 2,267 | $64.8K | 0.00% | +513+29.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,200 | $62.9K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,175 | $62.2K | 0.01% | +285+15.1% | Added |
| Addison Advisors LLC | 1,945 | $55.6K | 0.03% | +1,277+191.2% | Added |
| Harbour Investments, Inc. | 1,632 | $46.7K | 0.00% | −600−26.9% | Reduced |
| Trust Co of Vermont | 1,500 | $42.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,134 | $42.5K | 0.00% | +1,134 | New |
| CWM, LLC | 1,479 | $42.0K | 0.00% | −18−1.2% | Reduced |
| Truvestments Capital LLC | 1,393 | $39.8K | 0.02% | −2,589−65.0% | Reduced |
| AdvisorNet Financial, Inc | 1,300 | $37.2K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,200 | $34.0K | 0.03% | +900+300.0% | Added |
| 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 |
| Resources Management Corp | 1,237 | $28.0K | 0.01% | −5,330−81.2% | Reduced |
| Bogart Wealth, LLC | 945 | $27.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 927 | $26.5K | 0.00% | +927 | New |
| Johnson Financial Group, Inc. | 910 | $26.0K | 0.00% | +910 | New |
| RFP Financial Group LLC | 900 | $25.7K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 666 | $19.1K | 0.00% | +7+1.1% | Added |
| Huntington National Bank | 606 | $17.3K | 0.00% | −4−0.7% | Reduced |
| Hall Laurie J Trustee | 593 | $17.0K | 0.01% | +593 | New |
| Twin Lakes Capital Management, LLC | 518 | $14.8K | 0.01% | 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 |
| Dividend Assets Capital, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 700 | $12.9K | 0.00% | −403−36.5% | Reduced |
| Riverview Trust Co | 442 | $12.6K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 428 | $12.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 422 | $12.1K | 0.00% | +242+134.4% | Added |
| Hanson & Doremus Investment Management | 418 | $12.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 348 | $9.95K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 326 | $9.32K | 0.00% | −1−0.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 320 | $9.15K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 313 | $8.95K | 0.00% | +147+88.6% | Added |
| Bokf, NA | 300 | $8.58K | 0.00% | +300 | New |
| Ellevest, Inc. | 263 | $7.52K | 0.00% | −161−38.0% | Reduced |
| GWM Advisors LLC | 218 | $6.24K | 0.00% | −6,264−96.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 203 | $5.81K | 0.00% | −18−8.1% | Reduced |
| Raleigh Capital Management Inc. | 194 | $5.55K | 0.00% | +19+10.9% | Added |
| Allworth Financial LP | 184 | $5.26K | 0.00% | +6+3.4% | Added |