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, Q2 2023
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Jun 30, 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
- 322
- −3 vs. Q1 2023
- Shares held
- 97.9M
- +14.1M (+16.8%) vs. Q1 2023
- Total value
- $2.45B
- +$50.3M (+2.1%) vs. Q1 2023
- New holders
- 36
- 154 more added
- Sold out
- 39
- 74 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q1 2023.
| 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% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | +5 | New |
| Crewe Advisors LLC | 6 | $150 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 25 | $258 | 0.00% | +25 | New |
| Washington Trust Co | 17 | $425 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21 | $525 | 0.00% | −8−27.6% | Reduced |
| Cape Investment Advisory, Inc. | 34 | $850 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $1.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $1.18K | 0.00% | −43−47.8% | Reduced |
| Carmel Capital Partners, LLC | 56 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $1.48K | 0.00% | +3+5.4% | Added |
| Parallel Advisors, LLC | 63 | $1.57K | 0.00% | −82−56.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 73 | $1.82K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93 | $2.33K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 94 | $2.35K | 0.00% | +10+11.9% | Added |
| Cherry Tree Wealth Management, LLC | 107 | $2.67K | 0.00% | +107 | New |
| Signaturefd, LLC | 124 | $3.10K | 0.00% | −10−7.5% | Reduced |
| Larson Financial Group LLC | 140 | $3.50K | 0.00% | +2+1.4% | Added |
| Manchester Capital Management LLC | 152 | $3.80K | 0.00% | +84+123.5% | Added |
| Pflug Koory, LLC | 160 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 166 | $4.15K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $4.42K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 180 | $4.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 184 | $4.60K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 194 | $5.00K | 0.00% | +108+125.6% | Added |
| GWM Advisors LLC | 218 | $5.46K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 220 | $5.50K | 0.00% | +220 | New |
| Quarry LP | 270 | $6.75K | 0.00% | +270 | New |
| Bokf, NA | 300 | $7.50K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 320 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 322 | $8.05K | 0.00% | −4−1.2% | Reduced |
| Horan Securities, Inc. | 348 | $8.70K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 355 | $8.87K | 0.00% | +161+83.0% | Added |
| Hanson & Doremus Investment Management | 418 | $10.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 428 | $10.7K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 480 | $12.0K | 0.01% | +480 | New |
| Sound Income Strategies, LLC | 490 | $12.3K | 0.00% | +287+141.4% | Added |
| Atlas Capital Advisors LLC | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 704 | $12.9K | 0.00% | +4+0.6% | Added |
| Twin Lakes Capital Management, LLC | 518 | $12.9K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 591 | $14.8K | 0.00% | +169+40.0% | Added |
| Huntington National Bank | 603 | $15.1K | 0.00% | −3−0.5% | Reduced |
| Bogart Wealth, LLC | 875 | $21.9K | 0.00% | −70−7.4% | Reduced |
| RFP Financial Group LLC | 900 | $22.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 910 | $22.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 928 | $23.2K | 0.01% | −465−33.4% | Reduced |
| DecisionPoint Financial, LLC | 1,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $25.0K | 0.00% | +1,000 | New |
| Hall Laurie J Trustee | 1,393 | $35.0K | 0.01% | +800+134.9% | Added |
| Harbour Investments, Inc. | 1,632 | $40.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,750 | $43.8K | 0.00% | +250+16.7% | Added |
| Bourgeon Capital Management LLC | 1,890 | $47.3K | 0.01% | −285−13.1% | Reduced |
| Addison Advisors LLC | 1,891 | $47.3K | 0.02% | −54−2.8% | Reduced |
| CWM, LLC | 1,969 | $49.0K | 0.00% | +490+33.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,000 | $50.0K | 0.00% | −200−9.1% | Reduced |
| ICA Group Wealth Management, LLC | 2,189 | $54.7K | 0.01% | +2,189 | New |
| Exchange Traded Concepts, LLC | 2,267 | $56.7K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,390 | $59.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,456 | $61.4K | 0.02% | +34+1.4% | Added |
| Nomura Asset Management Co Ltd | 2,495 | $62.4K | 0.00% | +23+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 2,501 | $62.5K | 0.00% | −900−26.5% | Reduced |
| AXS Investments LLC | 2,560 | $64.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,747 | $68.7K | 0.04% | +2,747 | New |
| Bartlett & Co. Wealth Management LLC | 2,787 | $69.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,787 | $70.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,180 | $79.5K | 0.02% | +834+35.5% | Added |
| Proequities, Inc. | 3,546 | $88.7K | 0.01% | +21+0.6% | Added |
| Spire Wealth Management | 4,000 | $100.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $100.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 4,280 | $107.0K | 0.00% | +1,550+56.8% | Added |
| FMR LLC | 5,379 | $134.5K | 0.00% | +1,476+37.8% | Added |
| Metropolitan Life Insurance Co | 5,661 | $141.5K | 0.01% | +828+17.1% | Added |
| AllSquare Wealth Management LLC | 6,120 | $144.4K | 0.09% | +254+4.3% | Added |
| Virtus Investment Advisers, Inc. | 6,211 | $155.3K | 0.11% | 00.0% | Unchanged |
| US Bancorp | 6,401 | $160.0K | 0.00% | −1,595−19.9% | Reduced |
| Neo Ivy Capital Management | 6,432 | $161.0K | 0.08% | +6,432 | New |
| Belvedere Trading LLC | 6,691 | $167.3K | 0.05% | +6,691 | New |
| Resources Management Corp | 7,388 | $185.0K | 0.03% | +6,151+497.3% | Added |
| Kovitz Investment Group Partners, LLC | 8,000 | $200.0K | 0.00% | +8,000 | New |
| Harrington Investments, INC | 8,025 | $200.6K | 0.13% | +495+6.6% | Added |
| MAI Capital Management | 8,086 | $202.2K | 0.00% | −590−6.8% | Reduced |
| Algert Global LLC | 8,110 | $202.8K | 0.01% | +8,110 | New |
| Annex Advisory Services, LLC | 8,186 | $204.7K | 0.01% | −1,674−17.0% | Reduced |
| Riverwater Partners LLC | 8,200 | $205.0K | 0.18% | +1,100+15.5% | Added |
| Kepos Capital LP | 8,180 | $205.0K | 0.04% | +8,180 | New |
| Good Life Advisors, LLC | 8,360 | $209.0K | 0.02% | +760+10.0% | Added |
| OneAscent Wealth Management LLC | 8,382 | $210.0K | 0.10% | +541+6.9% | Added |
| First Affirmative Financial Network | 8,401 | $210.0K | 0.21% | +1,223+17.0% | Added |
| National Asset Management, Inc. | 8,526 | $213.2K | 0.00% | +54+0.6% | Added |
| Annapolis Financial Services, LLC | 8,537 | $213.4K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,550 | $213.8K | 0.01% | +1,579+22.7% | Added |
| Canton Hathaway, LLC | 8,600 | $215.0K | 0.07% | +2,100+32.3% | Added |
| Guidance Capital, Inc | 9,111 | $215.4K | 0.09% | +9,111 | New |
| Prime Capital Investment Advisors, LLC | 8,692 | $217.3K | 0.00% | −190−2.1% | Reduced |
| Bard Financial Services, Inc. | 8,700 | $217.5K | 0.02% | 00.0% | Unchanged |