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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 160 | $3.39K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 152 | $3.22K | 0.00% | +152 | New |
| Harbor Investment Advisory, LLC | 150 | $3.18K | 0.00% | +150 | New |
| Larson Financial Group LLC | 142 | $3.01K | 0.00% | +2+1.4% | Added |
| Cherry Tree Wealth Management, LLC | 123 | $2.61K | 0.00% | +16+15.0% | Added |
| Cary Street Partner Investment Advisory LLC | 118 | $2.50K | 0.00% | +118 | New |
| LGT Financial Advisors LLC | 99 | $2.10K | 0.00% | +99 | New |
| Hall Laurie J Trustee | 101 | $2.00K | 0.00% | −1,292−92.7% | Reduced |
| Richard W. Paul & Associates, LLC | 94 | $1.99K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $1.57K | 0.00% | +74 | New |
| Bay Harbor Wealth Management, LLC | 73 | $1.55K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $1.31K | 0.00% | +62 | New |
| Bell Investment Advisors, Inc | 61 | $1.29K | 0.00% | +2+3.4% | Added |
| Carmel Capital Partners, LLC | 60 | $1.27K | 0.00% | +4+7.1% | Added |
| Farmers & Merchants Investments Inc | 55 | $1.17K | 0.00% | +55 | New |
| Baker Avenue Asset Management, LP | 53 | $1.12K | 0.00% | +53 | New |
| Albion Financial Group | 45 | $954 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $721 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21 | $445 | 0.00% | −42−66.7% | Reduced |
| Global Retirement Partners, LLC | 28 | $432 | 0.00% | −19−40.4% | Reduced |
| Washington Trust Co | 17 | $360 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $106 | 0.00% | −1−16.7% | Reduced |
| 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 |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −998,233−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −498,017−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −249,028−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −240,000−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −221,354−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −187,691−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −140,500−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −64,884−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −55,310−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −37,312−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −31,681−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −28,541−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −24,245−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −23,695−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −23,517−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −23,041−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,230−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,278−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,491−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −12,107−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −10,419−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −9,175−100.0% | Sold out |
| LGL Partners, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Shepherd Financial Partners LLC | 0 | $0 | 0.00% | −8,925−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −9,111−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −8,526−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −8,401−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −8,382−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −8,360−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −8,186−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −8,110−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −8,086−100.0% | Sold out |
| Harrington Investments, INC | 0 | $0 | 0.00% | −8,025−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,432−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,267−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| PFS Investments Inc. | – | – | – | – | Not filed |
| Nia Impact Advisors, LLC | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |