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 |
|---|---|---|---|---|---|
| Schnieders Capital Management LLC | 12,700 | $317.5K | 0.07% | 00.0% | Unchanged |
| Pictet Asset Management SA | 12,353 | $308.8K | 0.00% | +2,891+30.6% | Added |
| Creative Planning | 12,107 | $302.7K | 0.00% | −1,289−9.6% | Reduced |
| Prudential Financial Inc | 7,645 | $290.5K | 0.00% | −15,235−66.6% | Reduced |
| Centiva Capital, LP | 11,470 | $286.8K | 0.01% | +11,470 | New |
| Principal Financial Group Inc | 11,087 | $277.2K | 0.00% | +1,217+12.3% | Added |
| Atlas Brown,Inc. | 10,978 | $274.5K | 0.12% | +113+1.0% | Added |
| DnB Asset Management AS | 10,845 | $271.1K | 0.00% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 10,755 | $269.0K | 0.21% | −100−0.9% | Reduced |
| Los Angeles Capital Management LLC | 10,419 | $260.5K | 0.00% | +857+9.0% | Added |
| Public Employees Retirement Association of Colorado | 10,404 | $260.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,152 | $253.8K | 0.02% | −464−4.4% | Reduced |
| Baldwin Brothers Inc | 10,118 | $252.9K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 10,084 | $252.0K | 0.00% | +672+7.1% | Added |
| DekaBank Deutsche Girozentrale | 9,335 | $233.0K | 0.00% | −2,984−24.2% | Reduced |
| Everett Harris & Co | 9,300 | $232.5K | 0.00% | −1,500−13.9% | Reduced |
| Fiduciary Trust Co | 9,175 | $229.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 9,020 | $225.5K | 0.04% | −1,140−11.2% | Reduced |
| LGL Partners, LLC | 9,000 | $225.0K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,943 | $223.6K | 0.00% | −191−2.1% | Reduced |
| Shepherd Financial Partners LLC | 8,925 | $223.1K | 0.03% | −4,438−33.2% | Reduced |
| Smithfield Trust Co | 8,616 | $220.0K | 0.01% | +300+3.6% | Added |
| Bard Financial Services, Inc. | 8,700 | $217.5K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,692 | $217.3K | 0.00% | −190−2.1% | Reduced |
| Guidance Capital, Inc | 9,111 | $215.4K | 0.09% | +9,111 | New |
| Canton Hathaway, LLC | 8,600 | $215.0K | 0.07% | +2,100+32.3% | Added |
| Ameritas Investment Partners, Inc. | 8,550 | $213.8K | 0.01% | +1,579+22.7% | Added |
| Annapolis Financial Services, LLC | 8,537 | $213.4K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 8,526 | $213.2K | 0.00% | +54+0.6% | Added |
| First Affirmative Financial Network | 8,401 | $210.0K | 0.21% | +1,223+17.0% | Added |
| OneAscent Wealth Management LLC | 8,382 | $210.0K | 0.10% | +541+6.9% | Added |
| Good Life Advisors, LLC | 8,360 | $209.0K | 0.02% | +760+10.0% | Added |
| 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 |
| Annex Advisory Services, LLC | 8,186 | $204.7K | 0.01% | −1,674−17.0% | Reduced |
| Algert Global LLC | 8,110 | $202.8K | 0.01% | +8,110 | New |
| MAI Capital Management | 8,086 | $202.2K | 0.00% | −590−6.8% | Reduced |
| Harrington Investments, INC | 8,025 | $200.6K | 0.13% | +495+6.6% | Added |
| Kovitz Investment Group Partners, LLC | 8,000 | $200.0K | 0.00% | +8,000 | New |
| Resources Management Corp | 7,388 | $185.0K | 0.03% | +6,151+497.3% | Added |
| Belvedere Trading LLC | 6,691 | $167.3K | 0.05% | +6,691 | New |
| Neo Ivy Capital Management | 6,432 | $161.0K | 0.08% | +6,432 | New |
| US Bancorp | 6,401 | $160.0K | 0.00% | −1,595−19.9% | Reduced |
| Virtus Investment Advisers, Inc. | 6,211 | $155.3K | 0.11% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6,120 | $144.4K | 0.09% | +254+4.3% | Added |
| Metropolitan Life Insurance Co | 5,661 | $141.5K | 0.01% | +828+17.1% | Added |
| FMR LLC | 5,379 | $134.5K | 0.00% | +1,476+37.8% | Added |
| Catalyst Capital Advisors LLC | 4,280 | $107.0K | 0.00% | +1,550+56.8% | 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 |
| Proequities, Inc. | 3,546 | $88.7K | 0.01% | +21+0.6% | Added |
| State of Wyoming | 3,180 | $79.5K | 0.02% | +834+35.5% | Added |
| Bartlett & Co. LLC | 2,787 | $70.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,787 | $69.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,747 | $68.7K | 0.04% | +2,747 | New |
| AXS Investments LLC | 2,560 | $64.0K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,501 | $62.5K | 0.00% | −900−26.5% | Reduced |
| Nomura Asset Management Co Ltd | 2,495 | $62.4K | 0.00% | +23+0.9% | Added |
| Atticus Wealth Management, LLC | 2,456 | $61.4K | 0.02% | +34+1.4% | Added |
| Osterweis Capital Management Inc | 2,390 | $59.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,267 | $56.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,189 | $54.7K | 0.01% | +2,189 | New |
| Steward Partners Investment Advisory, LLC | 2,000 | $50.0K | 0.00% | −200−9.1% | Reduced |
| CWM, LLC | 1,969 | $49.0K | 0.00% | +490+33.1% | Added |
| Addison Advisors LLC | 1,891 | $47.3K | 0.02% | −54−2.8% | Reduced |
| Bourgeon Capital Management LLC | 1,890 | $47.3K | 0.01% | −285−13.1% | Reduced |
| Trust Co of Vermont | 1,750 | $43.8K | 0.00% | +250+16.7% | Added |
| Harbour Investments, Inc. | 1,632 | $40.8K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,393 | $35.0K | 0.01% | +800+134.9% | Added |
| 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 |
| Truvestments Capital LLC | 928 | $23.2K | 0.01% | −465−33.4% | Reduced |
| Johnson Financial Group, Inc. | 910 | $22.8K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 900 | $22.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 875 | $21.9K | 0.00% | −70−7.4% | Reduced |
| Huntington National Bank | 603 | $15.1K | 0.00% | −3−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 591 | $14.8K | 0.00% | +169+40.0% | Added |
| Dividend Assets Capital, LLC | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 518 | $12.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 704 | $12.9K | 0.00% | +4+0.6% | 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 |
| Sound Income Strategies, LLC | 490 | $12.3K | 0.00% | +287+141.4% | Added |
| First Pacific Financial | 480 | $12.0K | 0.01% | +480 | New |
| Focused Wealth Management, Inc | 428 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 418 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 355 | $8.87K | 0.00% | +161+83.0% | Added |
| Horan Securities, Inc. | 348 | $8.70K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 322 | $8.05K | 0.00% | −4−1.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 320 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 300 | $7.50K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 270 | $6.75K | 0.00% | +270 | New |
| Northwestern Mutual Wealth Management Co | 220 | $5.50K | 0.00% | +220 | New |
| GWM Advisors LLC | 218 | $5.46K | 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 |
| Allworth Financial LP | 184 | $4.60K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 180 | $4.50K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $4.42K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 166 | $4.15K | 0.00% | 00.0% | Unchanged |