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, Q4 2023
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Dec 31, 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
- 344
- +21 vs. Q3 2023
- Shares held
- 114.0M
- −752.8K (−0.7%) vs. Q3 2023
- Total value
- $3.15B
- +$716.7M (+29.5%) vs. Q3 2023
- New holders
- 59
- 120 more added
- Sold out
- 38
- 117 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McGlone Suttner Wealth Management, Inc. | 1 | $23 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $28 | 0.00% | −575−99.8% | Reduced |
| Parallel Advisors, LLC | 3 | $83 | 0.00% | −18−85.7% | Reduced |
| Abound Wealth Management | 10 | $276 | 0.00% | +10 | New |
| Northwestern Mutual Wealth Management Co | 15 | $414 | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 17 | $469 | 0.00% | −509−96.8% | Reduced |
| Versant Capital Management, Inc | 17 | $469 | 0.00% | −388−95.8% | Reduced |
| ClariVest Asset Management LLC | 21 | $579 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $938 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | +9+100.0% | Added |
| Ronald Blue Trust, Inc. | 42 | $1.00K | 0.00% | +42 | New |
| TD Waterhouse Canada Inc. | 43 | $1.10K | 0.00% | +43 | New |
| Massmutual Trust Co FSB | 41 | $1.13K | 0.00% | −33−44.6% | Reduced |
| Albion Financial Group | 45 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $1.60K | 0.00% | −3−4.9% | Reduced |
| Assetmark, Inc | 65 | $1.79K | 0.00% | +3+4.8% | Added |
| Farmers & Merchants Investments Inc | 65 | $1.79K | 0.00% | +10+18.2% | Added |
| Bay Harbor Wealth Management, LLC | 73 | $2.04K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 94 | $2.59K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 99 | $2.73K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 123 | $3.39K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 135 | $4.00K | 0.00% | +134+13,400.0% | Added |
| Larson Financial Group LLC | 145 | $4.01K | 0.00% | +3+2.1% | Added |
| Fifth Third Bancorp | 149 | $4.11K | 0.00% | −147−49.7% | Reduced |
| Pflug Koory, LLC | 160 | $4.41K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 164 | $4.52K | 0.00% | +164 | New |
| Stephens Consulting, LLC | 166 | $4.58K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $4.95K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 203 | $5.60K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 205 | $5.65K | 0.00% | +38+22.8% | Added |
| IFP Advisors, Inc | 211 | $5.83K | 0.00% | −298−58.5% | Reduced |
| Raleigh Capital Management Inc. | 213 | $5.88K | 0.00% | +1+0.5% | Added |
| GWM Advisors LLC | 218 | $6.02K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 231 | $6.37K | 0.00% | −121−34.4% | Reduced |
| Allworth Financial LP | 240 | $6.62K | 0.00% | −536−69.1% | Reduced |
| Quarry LP | 287 | $7.92K | 0.00% | −459−61.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 284 | $8.00K | 0.00% | +284 | New |
| Newbridge Financial Services Group, Inc. | 320 | $8.83K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 339 | $9.35K | 0.00% | +339 | New |
| NBC Securities, Inc. | 374 | $10.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 374 | $10.3K | 0.00% | +374 | New |
| Catalyst Capital Advisors LLC | 375 | $10.3K | 0.00% | −4,462−92.2% | Reduced |
| Millburn Ridgefield Corp | 375 | $10.3K | 0.00% | −152−28.8% | Reduced |
| Bokf, NA | 406 | $11.2K | 0.00% | +106+35.3% | Added |
| Focused Wealth Management, Inc | 428 | $11.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 431 | $11.9K | 0.00% | +167+63.3% | Added |
| Public Employees Retirement System of Ohio | 462 | $12.7K | 0.00% | +120+35.1% | Added |
| EverSource Wealth Advisors, LLC | 464 | $12.8K | 0.00% | −115−19.9% | Reduced |
| First Pacific Financial | 480 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 495 | $13.7K | 0.00% | +5+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 500 | $13.8K | 0.00% | −345−40.8% | Reduced |
| Atlas Capital Advisors LLC | 500 | $13.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 504 | $13.9K | 0.01% | −359−41.6% | Reduced |
| Dividend Assets Capital, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 510 | $14.1K | 0.00% | +510 | New |
| Twin Lakes Capital Management, LLC | 518 | $14.3K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 617 | $14.4K | 0.01% | +617 | New |
| Harbour Investments, Inc. | 682 | $18.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 698 | $19.3K | 0.00% | −528−43.1% | Reduced |
| Creekmur Asset Management LLC | 721 | $19.9K | 0.01% | +721 | New |
| Bogart Wealth, LLC | 875 | $24.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 900 | $24.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,075 | $26.3K | 0.00% | +1,047+3,739.3% | Added |
| DecisionPoint Financial, LLC | 1,000 | $27.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,097 | $30.8K | 0.01% | +1,097 | New |
| Westside Investment Management, Inc. | 1,215 | $33.5K | 0.01% | +1,215 | New |
| Johnson Financial Group, Inc. | 1,370 | $38.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,441 | $39.7K | 0.01% | +1,441 | New |
| Trust Co of Vermont | 1,500 | $41.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,970 | $54.3K | 0.02% | +713+56.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,000 | $55.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $56.1K | 0.00% | −1,500−37.5% | Reduced |
| ICA Group Wealth Management, LLC | 2,189 | $60.4K | 0.01% | +2,189 | New |
| Osterweis Capital Management Inc | 2,390 | $65.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,458 | $68.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,439 | $68.2K | 0.00% | −991−28.9% | Reduced |
| Atticus Wealth Management, LLC | 2,552 | $70.4K | 0.02% | +60+2.4% | Added |
| National Bank of Canada | 2,662 | $73.1K | 0.00% | −43,982−94.3% | Reduced |
| Segantii Capital Management Ltd | 2,800 | $77.2K | 0.00% | +2,800 | New |
| GAMMA Investing LLC | 3,260 | $77.6K | 0.02% | +3,260 | New |
| Bartlett & Co. LLC | 2,787 | $79.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,845 | $79.0K | 0.00% | +2,645+1,322.5% | Added |
| Bartlett & Co. Wealth Management LLC | 2,787 | $79.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,998 | $82.7K | 0.01% | +1,003+50.3% | Added |
| CWM, LLC | 3,669 | $101.0K | 0.00% | +58+1.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $113.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,525 | $124.8K | 0.12% | +4,525 | New |
| SG Americas Securities, LLC | 5,308 | $146.0K | 0.00% | +5,308 | New |
| The PNC Financial Services Group, Inc. | 5,609 | $154.7K | 0.00% | −1,803−24.3% | Reduced |
| AllSquare Wealth Management LLC | 5,620 | $155.0K | 0.10% | −500−8.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,757 | $158.8K | 0.01% | +5,757 | New |
| Metropolitan Life Insurance Co | 5,963 | $164.5K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 7,277 | $200.7K | 0.03% | −518−6.6% | Reduced |
| Keybank National Association | 7,391 | $203.8K | 0.00% | +7,391 | New |
| First Affirmative Financial Network | 7,431 | $204.9K | 0.16% | +7,431 | New |
| Annex Advisory Services, LLC | 7,463 | $205.8K | 0.01% | +7,463 | New |
| Profund Advisors LLC | 7,483 | $206.4K | 0.01% | +7,483 | New |
| Raymond James Trust N.A. | 7,490 | $206.6K | 0.01% | +7,490 | New |
| WSFS Capital Management, LLC | 7,500 | $206.8K | 0.01% | +7,500 | New |
| Los Angeles Capital Management LLC | 7,863 | $216.9K | 0.00% | +7,863 | New |