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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.

Q4 2023 vs. Q3 2023

How the institutions holding HA Sustainable Infrastructure Capital, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of HASI: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3252344+21
Shares114.8M81.2K114.0M−752.8K (−0.7%)
Value$2.43B$1.72M$3.15B+$716.7M (+29.5%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (59)

Institutions that held HA Sustainable Infrastructure Capital, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to HASI in Q4 2023
InstitutionSharesValue% of portfolio
Ardsley Advisory Partners LP781,750$21.6M4.64%
Agf Management Ltd622,586$17.2M0.10%
Summit Partners Public Asset Management, LLC600,000$16.5M0.90%
HAP Trading, LLC221,804$6.12M1.80%
Sage Advisors, LLC119,412$3.29M3.27%
Pathstone Holdings, LLC87,745$2.44M0.01%
Mizuho Securities USA LLC82,738$2.28M0.05%
Cascade Investment Group, Inc.44,400$1.22M0.99%
Two Sigma Investments, LP42,758$1.18M0.00%
Edgestream Partners, L.P.42,286$1.17M0.08%
Cerity Partners LLC39,804$1.10M0.00%
La Banque Postale Asset Management SA38,276$1.06M0.02%
Strong Tower Advisory Services19,049$525.4K0.23%
Everett Harris & Co13,800$380.6K0.01%
MeadowBrook Investment Advisors LLC12,605$347.6K0.33%
CIBC Asset Management Inc12,508$345.0K0.00%
Aigen Investment Management, LP11,418$314.9K0.06%
Twinbeech Capital LP11,315$312.1K0.01%
Evergreen Capital Management LLC11,043$308.9K0.01%
Harrington Investments, INC10,861$299.5K0.19%
Gilman Hill Asset Management, LLC9,245$255.0K0.05%
HighTower Advisors, LLC9,190$253.0K0.00%
Guidance Capital, Inc9,111$250.1K0.10%
LGL Partners, LLC9,000$248.2K0.03%
Fox Run Management, L.L.C.8,949$246.8K0.06%
MML Investors Services, LLC8,728$241.0K0.00%
Engineers Gate Manager LP8,629$238.0K0.01%
Blair William & Co8,282$228.4K0.00%
Kovitz Investment Group Partners, LLC8,000$220.6K0.00%
Bard Financial Services, Inc.8,000$220.6K0.02%
AE Wealth Management LLC9,315$219.6K0.00%
Los Angeles Capital Management LLC7,863$216.9K0.00%
WSFS Capital Management, LLC7,500$206.8K0.01%
Raymond James Trust N.A.7,490$206.6K0.01%
Profund Advisors LLC7,483$206.4K0.01%
Annex Advisory Services, LLC7,463$205.8K0.01%
First Affirmative Financial Network7,431$204.9K0.16%
Keybank National Association7,391$203.8K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,757$158.8K0.01%
SG Americas Securities, LLC5,308$146.0K0.00%
EntryPoint Capital, LLC4,525$124.8K0.12%
GAMMA Investing LLC3,260$77.6K0.02%
Segantii Capital Management Ltd2,800$77.2K0.00%
ICA Group Wealth Management, LLC2,189$60.4K0.01%
Scarborough Advisors, LLC1,441$39.7K0.01%
Westside Investment Management, Inc.1,215$33.5K0.01%
Smartleaf Asset Management LLC1,097$30.8K0.01%
Creekmur Asset Management LLC721$19.9K0.01%
EdgeRock Capital LLC617$14.4K0.01%
Pineridge Advisors LLC510$14.1K0.00%
Main Street Group, LTD374$10.3K0.00%
Principal Securities, Inc.339$9.35K0.00%
Psagot Value Holdings Ltd. / (Israel)284$8.00K0.00%
Oakworth Capital, Inc.164$4.52K0.00%
TD Waterhouse Canada Inc.43$1.10K0.00%
Ronald Blue Trust, Inc.42$1.00K0.00%
Northwestern Mutual Wealth Management Co15$4140.00%
Abound Wealth Management10$2760.00%
McGlone Suttner Wealth Management, Inc.1$230.00%

Sold out (38)

Institutions that held HA Sustainable Infrastructure Capital, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of HASI in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Eventide Asset Management, LLC1,378,294$29.2M
Mesirow Institutional Investment Management, Inc.470,188$9.97M
Standard Life Aberdeen plc217,357$4.61M
Energy Income Partners, LLC159,377$3.38M
Credit Agricole S A121,006$2.57M
Voloridge Investment Management, LLC84,279$1.79M
Citadel Advisors LLC82,451$1.75M
Jump Financial, LLC63,327$1.34M
Aristeia Capital LLC46,525$986.3K
Dark Forest Capital Management LP36,080$764.9K
Shaolin Capital Management LLC34,930$741.0K
Whitebox Advisors LLC34,903$739.9K
Values First Advisors, Inc.30,080$637.7K
Marshall Wace, LLP19,479$413.0K
XTX Topco Ltd16,524$350.3K
Red Spruce Capital, LLC13,913$295.0K
FDx Advisors, Inc.12,608$267.0K
Pearl River Capital, LLC12,533$265.7K
Jefferies Financial Group Inc.11,300$239.6K
Schnieders Capital Management LLC10,200$216.2K
Cutler Group LP8,724$184.0K
Belvedere Trading LLC8,062$170.9K
Sandia Investment Management LP7,500$159.0K
Virtus Investment Advisers, Inc.6,211$131.7K
Allspring Global Investments Holdings, LLC3,306$70.1K
Nomura Asset Management Co Ltd2,134$45.2K
Bourgeon Capital Management LLC1,890$40.1K
Sofos Investments, Inc.740$12.5K
Headinvest, LLC600$11.8K
Rational Advisors LLC180$4.50K
Red Tortoise LLC152$3.22K
Harbor Investment Advisory, LLC150$3.18K
Cary Street Partner Investment Advisory LLC118$2.50K
Hall Laurie J Trustee101$2.00K
Carmel Capital Partners, LLC60$1.27K
Baker Avenue Asset Management, LP53$1.12K
Washington Trust Co17$360
Crewe Advisors LLC5$106

Not filed for Q4 2023 yet (2)

Institutions that held HA Sustainable Infrastructure Capital, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HASI in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Pathstone Family Office, LLC63,062$1.34M
Advisor Partners II, LLC18,147$384.7K