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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 9,368 | $198.6K | 0.02% | −750−7.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,583 | $203.2K | 0.00% | +891+10.3% | Added |
| Captrust Financial Advisors | 9,650 | $204.6K | 0.00% | +707+7.9% | Added |
| DekaBank Deutsche Girozentrale | 9,970 | $208.0K | 0.00% | +635+6.8% | Added |
| Schnieders Capital Management LLC | 10,200 | $216.2K | 0.05% | −2,500−19.7% | Reduced |
| Ameritas Investment Partners, Inc. | 10,287 | $218.1K | 0.01% | +1,737+20.3% | Added |
| Public Employees Retirement Association of Colorado | 10,404 | $221.0K | 0.00% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 10,755 | $228.0K | 0.26% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,956 | $232.0K | 0.01% | +10,956 | New |
| Atlas Brown,Inc. | 11,105 | $235.4K | 0.11% | +127+1.2% | Added |
| Everence Capital Management Inc | 11,130 | $236.0K | 0.02% | +11,130 | New |
| Jefferies Financial Group Inc. | 11,300 | $239.6K | 0.01% | +11,300 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $254.4K | 0.00% | −116,400−90.7% | Reduced |
| Pearl River Capital, LLC | 12,533 | $265.7K | 0.04% | +12,533 | New |
| Crossmark Global Holdings, Inc. | 15,659 | $266.0K | 0.01% | +15,659 | New |
| FDx Advisors, Inc. | 12,608 | $267.0K | 0.02% | −1,461−10.4% | Reduced |
| Spirit of America Management Corp | 12,717 | $269.6K | 0.06% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 13,202 | $279.9K | 0.07% | +396+3.1% | Added |
| Red Spruce Capital, LLC | 13,913 | $295.0K | 0.17% | −96−0.7% | Reduced |
| Pictet Asset Management Holding SA | 14,164 | $300.3K | 0.00% | +14,164 | New |
| American Trust Investment Advisors, LLC | 14,265 | $302.4K | 0.17% | +14,265 | New |
| DnB Asset Management AS | 14,875 | $315.4K | 0.00% | +4,030+37.2% | Added |
| Avantax Advisory Services, Inc. | 14,999 | $318.0K | 0.00% | +1,134+8.2% | Added |
| ProShare Advisors LLC | 15,834 | $335.7K | 0.00% | +2,369+17.6% | Added |
| TCW Group Inc | 16,044 | $340.1K | 0.00% | +1,129+7.6% | Added |
| Arden Trust Co | 16,057 | $340.4K | 0.06% | +16,057 | New |
| Bank of Montreal | 13,649 | $340.7K | 0.00% | +13,649 | New |
| XTX Topco Ltd | 16,524 | $350.3K | 0.06% | +16,524 | New |
| Bard Associates Inc | 17,404 | $369.0K | 0.15% | −40−0.2% | Reduced |
| La Financiere de L'Echiquier | 17,450 | $369.9K | 0.02% | −400−2.2% | Reduced |
| Advisor Partners II, LLC | 18,147 | $384.7K | 0.02% | +18,147 | New |
| Merit Financial Group, LLC | 18,288 | $387.7K | 0.01% | +791+4.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,499 | $392.2K | 0.00% | −141−0.8% | Reduced |
| Victory Capital Management Inc | 18,531 | $392.9K | 0.00% | +202+1.1% | Added |
| Marshall Wace, LLP | 19,479 | $413.0K | 0.00% | −162,338−89.3% | Reduced |
| Dynamic Advisor Solutions LLC | 20,450 | $433.5K | 0.02% | +2,976+17.0% | Added |
| Hilltop Holdings Inc. | 20,891 | $442.9K | 0.05% | +105+0.5% | Added |
| Bridgewater Associates, LP | 20,925 | $443.6K | 0.00% | −574−2.7% | Reduced |
| Eqis Capital Management, Inc. | 21,656 | $459.1K | 0.06% | −2,560−10.6% | Reduced |
| Insight Folios Inc | 21,667 | $459.3K | 0.22% | −10.0% | Reduced |
| STRS Ohio | 21,700 | $460.0K | 0.00% | 00.0% | Unchanged |
| Hartline Investment Corp | 22,038 | $467.2K | 0.08% | 00.0% | Unchanged |
| Perpetual Ltd | 22,112 | $468.8K | 0.00% | −1,983−8.2% | Reduced |
| Cetera Advisor Networks LLC | 22,198 | $470.6K | 0.00% | −117−0.5% | Reduced |
| M&T Bank Corp | 22,243 | $471.6K | 0.00% | −1,589−6.7% | Reduced |
| Vident Advisory, LLC | 23,079 | $489.3K | 0.02% | +23,079 | New |
| Beacon Pointe Advisors, LLC | 23,564 | $499.6K | 0.01% | +23,564 | New |
| Outlook Wealth Advisors, LLC | 23,631 | $501.0K | 0.19% | +582+2.5% | Added |
| Nwam LLC | 24,087 | $510.7K | 0.05% | −889−3.6% | Reduced |
| HSBC Holdings PLC | 26,147 | $554.1K | 0.00% | +26,147 | New |
| AQR Capital Management LLC | 26,484 | $561.5K | 0.00% | +275+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,524 | $562.0K | 0.00% | +86+0.3% | Added |
| Apollon Wealth Management, LLC | 29,271 | $620.5K | 0.03% | +1,417+5.1% | Added |
| Truist Financial Corp | 29,578 | $627.0K | 0.00% | −3,206−9.8% | Reduced |
| Arizona State Retirement System | 29,884 | $633.5K | 0.01% | +433+1.5% | Added |
| Values First Advisors, Inc. | 30,080 | $637.7K | 0.41% | +1,889+6.7% | Added |
| Susquehanna International Group, LLP | 30,523 | $647.1K | 0.00% | −215,583−87.6% | Reduced |
| Ensign Peak Advisors, Inc | 31,530 | $668.4K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 31,559 | $669.0K | 0.03% | −1,382−4.2% | Reduced |
| Oregon Public Employees Retirement Fund | 31,857 | $675.4K | 0.01% | +31,857 | New |
| Brevan Howard Capital Management LP | 33,402 | $708.1K | 0.21% | +2,389+7.7% | Added |
| Allianz Asset Management GmbH | 33,800 | $716.6K | 0.00% | +33,800 | New |
| Whitebox Advisors LLC | 34,903 | $739.9K | 0.04% | +34,903 | New |
| Shaolin Capital Management LLC | 34,930 | $741.0K | 0.03% | +19,178+121.7% | Added |
| Dark Forest Capital Management LP | 36,080 | $764.9K | 0.06% | −62,924−63.6% | Reduced |
| Janney Montgomery Scott LLC | 36,313 | $770.0K | 0.00% | −3,745−9.3% | Reduced |
| State of Tennessee, Treasury Department | 36,433 | $772.4K | 0.00% | +36,433 | New |
| State Board of Administration of Florida Retirement System | 36,460 | $773.0K | 0.00% | +7,064+24.0% | Added |
| National Bank of Canada | 46,644 | $778.3K | 0.00% | −133−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,694 | $799.1K | 0.00% | +1,537+4.3% | Added |
| Congress Asset Management Co | 38,187 | $809.6K | 0.01% | +54+0.1% | Added |
| Natixis Advisors, L.P. | 38,789 | $822.0K | 0.00% | +19,314+99.2% | Added |
| Toroso Investments, LLC | 38,918 | $825.1K | 0.03% | +38,918 | New |
| Nisa Investment Advisors, LLC | 39,003 | $826.9K | 0.01% | −5,673−12.7% | Reduced |
| Maryland State Retirement & Pension System | 39,459 | $836.5K | 0.02% | +39,459 | New |
| Spouting Rock Asset Management, LLC | 39,751 | $842.7K | 0.27% | −11,350−22.2% | Reduced |
| Horst & Graben Wealth Management LLC | 40,280 | $853.9K | 0.21% | +27+0.1% | Added |
| Quantbot Technologies LP | 40,686 | $862.5K | 0.06% | +30,534+300.8% | Added |
| Sit Investment Associates Inc | 41,425 | $878.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 41,698 | $884.0K | 0.01% | +31,614+313.5% | Added |
| Jupiter Asset Management Ltd | 42,062 | $891.7K | 0.01% | −176,442−80.8% | Reduced |
| Northeast Financial Consultants Inc | 43,755 | $927.6K | 0.06% | 00.0% | Unchanged |
| Vert Asset Management LLC | 43,830 | $929.2K | 0.47% | +3,623+9.0% | Added |
| Dimensional Fund Advisors LP | 43,980 | $932.4K | 0.00% | +3,623+9.0% | Added |
| New York State Common Retirement Fund | 45,576 | $966.2K | 0.00% | +72+0.2% | Added |
| BNP Paribas Arbitrage, SA | 46,031 | $975.9K | 0.00% | +10,122+28.2% | Added |
| Millennium Management LLC | 46,521 | $986.2K | 0.00% | −82,424−63.9% | Reduced |
| Aristeia Capital LLC | 46,525 | $986.3K | 0.04% | +46,525 | New |
| Davy Global Fund Management Ltd | 48,316 | $1.02M | 0.21% | +18,444+61.7% | Added |
| Bailard, Inc. | 49,414 | $1.05M | 0.03% | +6,958+16.4% | Added |
| Jane Street Group, LLC | 49,883 | $1.06M | 0.00% | +13,330+36.5% | Added |
| Capstone Investment Advisors, LLC | 50,000 | $1.06M | 0.03% | +50,000 | New |
| Citigroup Inc | 50,134 | $1.06M | 0.00% | −14,716−22.7% | Reduced |
| Kennedy Capital Management, Inc. | 50,399 | $1.07M | 0.03% | +5,422+12.1% | Added |
| Voya Investment Management LLC | 50,690 | $1.07M | 0.00% | +4,845+10.6% | Added |
| Janus Henderson Group PLC | 50,933 | $1.08M | 0.00% | +93+0.2% | Added |
| Yousif Capital Management, LLC | 52,977 | $1.12M | 0.01% | +52,977 | New |
| Mirae Asset Global Investments Co., Ltd. | 53,011 | $1.12M | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 53,395 | $1.13M | 0.13% | −5,120−8.7% | Reduced |
| Manufacturers Life Insurance Company, The | 53,543 | $1.14M | 0.00% | +12,048+29.0% | Added |