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, Q3 2023
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Sep 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
- 325
- +6 vs. Q2 2023
- Shares held
- 114.8M
- +17.3M (+17.7%) vs. Q2 2023
- Total value
- $2.43B
- −$9.61M (−0.4%) vs. Q2 2023
- New holders
- 54
- 146 more added
- Sold out
- 48
- 75 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | +1+12.5% | Added |
| Crewe Advisors LLC | 5 | $106 | 0.00% | −1−16.7% | Reduced |
| Washington Trust Co | 17 | $360 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $432 | 0.00% | −19−40.4% | Reduced |
| Parallel Advisors, LLC | 21 | $445 | 0.00% | −42−66.7% | Reduced |
| Cape Investment Advisory, Inc. | 34 | $721 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $954 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 53 | $1.12K | 0.00% | +53 | New |
| Farmers & Merchants Investments Inc | 55 | $1.17K | 0.00% | +55 | New |
| Carmel Capital Partners, LLC | 60 | $1.27K | 0.00% | +4+7.1% | Added |
| Bell Investment Advisors, Inc | 61 | $1.29K | 0.00% | +2+3.4% | Added |
| Assetmark, Inc | 62 | $1.31K | 0.00% | +62 | New |
| Bay Harbor Wealth Management, LLC | 73 | $1.55K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $1.57K | 0.00% | +74 | New |
| Richard W. Paul & Associates, LLC | 94 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 101 | $2.00K | 0.00% | −1,292−92.7% | Reduced |
| LGT Financial Advisors LLC | 99 | $2.10K | 0.00% | +99 | New |
| Cary Street Partner Investment Advisory LLC | 118 | $2.50K | 0.00% | +118 | New |
| Cherry Tree Wealth Management, LLC | 123 | $2.61K | 0.00% | +16+15.0% | Added |
| Larson Financial Group LLC | 142 | $3.01K | 0.00% | +2+1.4% | Added |
| Harbor Investment Advisory, LLC | 150 | $3.18K | 0.00% | +150 | New |
| Red Tortoise LLC | 152 | $3.22K | 0.00% | +152 | New |
| Pflug Koory, LLC | 160 | $3.39K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 166 | $3.52K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 167 | $3.54K | 0.00% | +146+695.2% | Added |
| Salem Investment Counselors Inc | 177 | $3.75K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 203 | $4.30K | 0.00% | +203 | New |
| Raleigh Capital Management Inc. | 212 | $4.50K | 0.00% | −143−40.3% | Reduced |
| Rational Advisors LLC | 180 | $4.50K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 218 | $4.63K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 300 | $5.14K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 264 | $5.60K | 0.00% | +140+112.9% | Added |
| Fifth Third Bancorp | 296 | $6.28K | 0.00% | +296 | New |
| Newbridge Financial Services Group, Inc. | 320 | $6.78K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 342 | $7.00K | 0.00% | +148+76.3% | Added |
| NBC Securities, Inc. | 374 | $7.00K | 0.00% | +374 | New |
| Lindbrook Capital, LLC | 352 | $7.46K | 0.00% | +352 | New |
| Versant Capital Management, Inc | 405 | $8.59K | 0.00% | +405 | New |
| Focused Wealth Management, Inc | 428 | $9.08K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 480 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 490 | $10.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 509 | $10.8K | 0.00% | −195−27.7% | Reduced |
| Twin Lakes Capital Management, LLC | 518 | $11.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 526 | $11.2K | 0.00% | +526 | New |
| Millburn Ridgefield Corp | 527 | $11.2K | 0.00% | +527 | New |
| Headinvest, LLC | 600 | $11.8K | 0.00% | +600 | New |
| Huntington National Bank | 576 | $12.2K | 0.00% | −27−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 579 | $12.3K | 0.00% | −12−2.0% | Reduced |
| Sofos Investments, Inc. | 740 | $12.5K | 0.00% | +715+2,860.0% | Added |
| Harbour Investments, Inc. | 682 | $14.5K | 0.00% | −950−58.2% | Reduced |
| Quarry LP | 746 | $15.8K | 0.01% | +476+176.3% | Added |
| Allworth Financial LP | 776 | $16.5K | 0.00% | +592+321.7% | Added |
| Federation des caisses Desjardins du Quebec | 845 | $17.9K | 0.00% | +345+69.0% | Added |
| Eagle Bay Advisors LLC | 863 | $18.3K | 0.01% | −1,884−68.6% | Reduced |
| Bogart Wealth, LLC | 875 | $18.6K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 900 | $19.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 934 | $19.8K | 0.01% | +6+0.6% | Added |
| DecisionPoint Financial, LLC | 1,000 | $21.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,226 | $26.0K | 0.00% | +1,074+706.6% | Added |
| Tower Research Capital LLC (TRC) | 1,236 | $26.2K | 0.00% | −29,596−96.0% | Reduced |
| Addison Advisors LLC | 1,257 | $26.6K | 0.01% | −634−33.5% | Reduced |
| Johnson Financial Group, Inc. | 1,370 | $29.0K | 0.00% | +460+50.5% | Added |
| Trust Co of Vermont | 1,500 | $31.8K | 0.00% | −250−14.3% | Reduced |
| Bourgeon Capital Management LLC | 1,890 | $40.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,995 | $42.3K | 0.00% | +1,673+519.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,000 | $42.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,134 | $45.2K | 0.00% | −361−14.5% | Reduced |
| Osterweis Capital Management Inc | 2,390 | $50.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,458 | $52.0K | 0.00% | +2,458 | New |
| Atticus Wealth Management, LLC | 2,492 | $52.8K | 0.02% | +36+1.5% | Added |
| Bartlett & Co. LLC | 2,787 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,787 | $59.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,306 | $70.1K | 0.00% | +805+32.2% | Added |
| Proequities, Inc. | 3,430 | $72.7K | 0.01% | −116−3.3% | Reduced |
| CWM, LLC | 3,611 | $77.0K | 0.00% | +1,642+83.4% | Added |
| Spire Wealth Management | 4,000 | $84.8K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $85.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 4,837 | $102.5K | 0.00% | +557+13.0% | Added |
| PEAK6 Investments LLC | 5,808 | $123.1K | 0.01% | +5,808 | New |
| Metropolitan Life Insurance Co | 5,963 | $126.4K | 0.01% | +302+5.3% | Added |
| AllSquare Wealth Management LLC | 6,120 | $129.7K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 6,182 | $131.1K | 0.03% | +3,002+94.4% | Added |
| Virtus Investment Advisers, Inc. | 6,211 | $131.7K | 0.09% | 00.0% | Unchanged |
| FMR LLC | 6,797 | $144.1K | 0.00% | +1,418+26.4% | Added |
| US Bancorp | 7,205 | $152.7K | 0.00% | +804+12.6% | Added |
| The PNC Financial Services Group, Inc. | 7,412 | $157.1K | 0.00% | −11,539−60.9% | Reduced |
| Sandia Investment Management LP | 7,500 | $159.0K | 0.04% | +7,500 | New |
| Glassman Wealth Services | 7,795 | $165.3K | 0.03% | −1,225−13.6% | Reduced |
| Belvedere Trading LLC | 8,062 | $170.9K | 0.02% | +1,371+20.5% | Added |
| Kepos Capital LP | 8,180 | $173.0K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 8,274 | $175.0K | 0.03% | +886+12.0% | Added |
| Annapolis Financial Services, LLC | 8,537 | $181.0K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 8,600 | $182.0K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 8,690 | $184.0K | 0.01% | +74+0.9% | Added |
| Cutler Group LP | 8,724 | $184.0K | 0.03% | +8,724 | New |