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 |
|---|---|---|---|---|---|
| TCW Group Inc | 16,044 | $340.1K | 0.00% | +1,129+7.6% | Added |
| ProShare Advisors LLC | 15,834 | $335.7K | 0.00% | +2,369+17.6% | Added |
| Avantax Advisory Services, Inc. | 14,999 | $318.0K | 0.00% | +1,134+8.2% | Added |
| DnB Asset Management AS | 14,875 | $315.4K | 0.00% | +4,030+37.2% | Added |
| American Trust Investment Advisors, LLC | 14,265 | $302.4K | 0.17% | +14,265 | New |
| Pictet Asset Management Holding SA | 14,164 | $300.3K | 0.00% | +14,164 | New |
| Red Spruce Capital, LLC | 13,913 | $295.0K | 0.17% | −96−0.7% | Reduced |
| Consolidated Portfolio Review Corp | 13,202 | $279.9K | 0.07% | +396+3.1% | Added |
| Spirit of America Management Corp | 12,717 | $269.6K | 0.06% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 12,608 | $267.0K | 0.02% | −1,461−10.4% | Reduced |
| Crossmark Global Holdings, Inc. | 15,659 | $266.0K | 0.01% | +15,659 | New |
| Pearl River Capital, LLC | 12,533 | $265.7K | 0.04% | +12,533 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $254.4K | 0.00% | −116,400−90.7% | Reduced |
| Jefferies Financial Group Inc. | 11,300 | $239.6K | 0.01% | +11,300 | New |
| Everence Capital Management Inc | 11,130 | $236.0K | 0.02% | +11,130 | New |
| Atlas Brown,Inc. | 11,105 | $235.4K | 0.11% | +127+1.2% | Added |
| Wedbush Securities Inc | 10,956 | $232.0K | 0.01% | +10,956 | New |
| Seelaus Asset Management LLC | 10,755 | $228.0K | 0.26% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,404 | $221.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,287 | $218.1K | 0.01% | +1,737+20.3% | Added |
| Schnieders Capital Management LLC | 10,200 | $216.2K | 0.05% | −2,500−19.7% | Reduced |
| DekaBank Deutsche Girozentrale | 9,970 | $208.0K | 0.00% | +635+6.8% | Added |
| Captrust Financial Advisors | 9,650 | $204.6K | 0.00% | +707+7.9% | Added |
| Prime Capital Investment Advisors, LLC | 9,583 | $203.2K | 0.00% | +891+10.3% | Added |
| Baldwin Brothers Inc | 9,368 | $198.6K | 0.02% | −750−7.4% | Reduced |
| 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 |
| Canton Hathaway, LLC | 8,600 | $182.0K | 0.06% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 8,537 | $181.0K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 8,274 | $175.0K | 0.03% | +886+12.0% | Added |
| Kepos Capital LP | 8,180 | $173.0K | 0.03% | 00.0% | Unchanged |
| Belvedere Trading LLC | 8,062 | $170.9K | 0.02% | +1,371+20.5% | Added |
| Glassman Wealth Services | 7,795 | $165.3K | 0.03% | −1,225−13.6% | Reduced |
| Sandia Investment Management LP | 7,500 | $159.0K | 0.04% | +7,500 | New |
| The PNC Financial Services Group, Inc. | 7,412 | $157.1K | 0.00% | −11,539−60.9% | Reduced |
| US Bancorp | 7,205 | $152.7K | 0.00% | +804+12.6% | Added |
| FMR LLC | 6,797 | $144.1K | 0.00% | +1,418+26.4% | Added |
| Virtus Investment Advisers, Inc. | 6,211 | $131.7K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 6,182 | $131.1K | 0.03% | +3,002+94.4% | Added |
| AllSquare Wealth Management LLC | 6,120 | $129.7K | 0.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,963 | $126.4K | 0.01% | +302+5.3% | Added |
| PEAK6 Investments LLC | 5,808 | $123.1K | 0.01% | +5,808 | New |
| Catalyst Capital Advisors LLC | 4,837 | $102.5K | 0.00% | +557+13.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $85.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 4,000 | $84.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,611 | $77.0K | 0.00% | +1,642+83.4% | Added |
| Proequities, Inc. | 3,430 | $72.7K | 0.01% | −116−3.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,306 | $70.1K | 0.00% | +805+32.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,787 | $59.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,787 | $59.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,492 | $52.8K | 0.02% | +36+1.5% | Added |
| KBC Group NV | 2,458 | $52.0K | 0.00% | +2,458 | New |
| Osterweis Capital Management Inc | 2,390 | $50.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,134 | $45.2K | 0.00% | −361−14.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,000 | $42.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,995 | $42.3K | 0.00% | +1,673+519.6% | Added |
| Bourgeon Capital Management LLC | 1,890 | $40.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,500 | $31.8K | 0.00% | −250−14.3% | Reduced |
| Johnson Financial Group, Inc. | 1,370 | $29.0K | 0.00% | +460+50.5% | Added |
| Addison Advisors LLC | 1,257 | $26.6K | 0.01% | −634−33.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,236 | $26.2K | 0.00% | −29,596−96.0% | Reduced |
| Manchester Capital Management LLC | 1,226 | $26.0K | 0.00% | +1,074+706.6% | Added |
| DecisionPoint Financial, LLC | 1,000 | $21.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 934 | $19.8K | 0.01% | +6+0.6% | Added |
| RFP Financial Group LLC | 900 | $19.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 875 | $18.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 863 | $18.3K | 0.01% | −1,884−68.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 845 | $17.9K | 0.00% | +345+69.0% | Added |
| Allworth Financial LP | 776 | $16.5K | 0.00% | +592+321.7% | Added |
| Quarry LP | 746 | $15.8K | 0.01% | +476+176.3% | Added |
| Harbour Investments, Inc. | 682 | $14.5K | 0.00% | −950−58.2% | Reduced |
| Sofos Investments, Inc. | 740 | $12.5K | 0.00% | +715+2,860.0% | Added |
| EverSource Wealth Advisors, LLC | 579 | $12.3K | 0.00% | −12−2.0% | Reduced |
| Huntington National Bank | 576 | $12.2K | 0.00% | −27−4.5% | Reduced |
| Headinvest, LLC | 600 | $11.8K | 0.00% | +600 | New |
| Millburn Ridgefield Corp | 527 | $11.2K | 0.00% | +527 | New |
| Parkside Financial Bank & Trust | 526 | $11.2K | 0.00% | +526 | New |
| Dividend Assets Capital, LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 518 | $11.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 509 | $10.8K | 0.00% | −195−27.7% | Reduced |
| Atlas Capital Advisors LLC | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 490 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 480 | $10.2K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 428 | $9.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 405 | $8.59K | 0.00% | +405 | New |
| Lindbrook Capital, LLC | 352 | $7.46K | 0.00% | +352 | New |
| 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 |
| Newbridge Financial Services Group, Inc. | 320 | $6.78K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 296 | $6.28K | 0.00% | +296 | New |
| Signaturefd, LLC | 264 | $5.60K | 0.00% | +140+112.9% | Added |
| Bokf, NA | 300 | $5.14K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 218 | $4.63K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 212 | $4.50K | 0.00% | −143−40.3% | Reduced |
| Rational Advisors LLC | 180 | $4.50K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 203 | $4.30K | 0.00% | +203 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $3.75K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 167 | $3.54K | 0.00% | +146+695.2% | Added |
| Stephens Consulting, LLC | 166 | $3.52K | 0.00% | 00.0% | Unchanged |