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 |
|---|---|---|---|---|---|
| FMR LLC | 7,875 | $217.2K | 0.00% | +1,078+15.9% | Added |
| AE Wealth Management LLC | 9,315 | $219.6K | 0.00% | +9,315 | New |
| Kovitz Investment Group Partners, LLC | 8,000 | $220.6K | 0.00% | +8,000 | New |
| Bard Financial Services, Inc. | 8,000 | $220.6K | 0.02% | +8,000 | New |
| State of Wyoming | 8,058 | $222.2K | 0.04% | +1,876+30.3% | Added |
| Kepos Capital LP | 8,180 | $226.0K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 8,274 | $228.0K | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 8,282 | $228.4K | 0.00% | +8,282 | New |
| Bramshill Investments, LLC | 8,322 | $229.5K | 0.02% | −45,073−84.4% | Reduced |
| Smithfield Trust Co | 8,340 | $232.0K | 0.01% | −350−4.0% | Reduced |
| Annapolis Financial Services, LLC | 8,537 | $235.5K | 0.06% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,629 | $238.0K | 0.01% | +8,629 | New |
| MML Investors Services, LLC | 8,728 | $241.0K | 0.00% | +8,728 | New |
| Fox Run Management, L.L.C. | 8,949 | $246.8K | 0.06% | +8,949 | New |
| LGL Partners, LLC | 9,000 | $248.2K | 0.03% | +9,000 | New |
| Guidance Capital, Inc | 9,111 | $250.1K | 0.10% | +9,111 | New |
| HighTower Advisors, LLC | 9,190 | $253.0K | 0.00% | +9,190 | New |
| Gilman Hill Asset Management, LLC | 9,245 | $255.0K | 0.05% | +9,245 | New |
| Baldwin Brothers Inc | 9,293 | $256.3K | 0.02% | −75−0.8% | Reduced |
| AXA S.A. | 9,318 | $257.0K | 0.00% | −46,006−83.2% | Reduced |
| US Bancorp | 9,500 | $262.0K | 0.00% | +2,295+31.9% | Added |
| Allianz Asset Management GmbH | 9,800 | $270.3K | 0.00% | −24,000−71.0% | Reduced |
| Public Employees Retirement Association of Colorado | 10,404 | $287.0K | 0.00% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 10,585 | $291.9K | 0.28% | −170−1.6% | Reduced |
| Harrington Investments, INC | 10,861 | $299.5K | 0.19% | +10,861 | New |
| Ameritas Investment Partners, Inc. | 10,964 | $302.4K | 0.01% | +677+6.6% | Added |
| Avantax Advisory Services, Inc. | 11,088 | $305.8K | 0.00% | −3,911−26.1% | Reduced |
| Atlas Brown,Inc. | 11,198 | $308.8K | 0.13% | +93+0.8% | Added |
| Evergreen Capital Management LLC | 11,043 | $308.9K | 0.01% | +11,043 | New |
| Twinbeech Capital LP | 11,315 | $312.1K | 0.01% | +11,315 | New |
| Aigen Investment Management, LP | 11,418 | $314.9K | 0.06% | +11,418 | New |
| Brevan Howard Capital Management LP | 11,493 | $317.0K | 0.03% | −21,909−65.6% | Reduced |
| Wedbush Securities Inc | 11,506 | $317.0K | 0.01% | +550+5.0% | Added |
| Captrust Financial Advisors | 11,699 | $322.7K | 0.00% | +2,049+21.2% | Added |
| Truvestments Capital LLC | 11,775 | $324.7K | 0.15% | +10,841+1,160.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $331.0K | 0.00% | 00.0% | Unchanged |
| Mirova | 12,487 | $344.4K | 0.07% | −113,653−90.1% | Reduced |
| Consolidated Portfolio Review Corp | 12,488 | $344.4K | 0.08% | −714−5.4% | Reduced |
| CIBC Asset Management Inc | 12,508 | $345.0K | 0.00% | +12,508 | New |
| Mariner, LLC | 12,531 | $345.6K | 0.00% | −67,292−84.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 12,605 | $347.6K | 0.33% | +12,605 | New |
| Spirit of America Management Corp | 12,717 | $350.7K | 0.08% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 13,267 | $365.9K | 0.01% | +3,684+38.4% | Added |
| Canton Hathaway, LLC | 13,600 | $375.0K | 0.11% | +5,000+58.1% | Added |
| Everett Harris & Co | 13,800 | $380.6K | 0.01% | +13,800 | New |
| Bank of Montreal | 13,845 | $389.6K | 0.00% | +196+1.4% | Added |
| Pictet Asset Management Holding SA | 14,164 | $390.6K | 0.00% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 14,265 | $393.4K | 0.20% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 14,573 | $402.0K | 0.01% | −1,086−6.9% | Reduced |
| Everence Capital Management Inc | 15,340 | $423.0K | 0.03% | +4,210+37.8% | Added |
| La Financiere de L'Echiquier | 16,216 | $447.2K | 0.02% | −1,234−7.1% | Reduced |
| Arden Trust Co | 16,732 | $461.5K | 0.07% | +675+4.2% | Added |
| TCW Group Inc | 17,682 | $487.7K | 0.01% | +1,638+10.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,081 | $498.7K | 0.00% | −418−2.3% | Reduced |
| M&T Bank Corp | 18,337 | $505.7K | 0.00% | −3,906−17.6% | Reduced |
| Bard Associates Inc | 18,124 | $506.6K | 0.19% | +720+4.1% | Added |
| Truist Financial Corp | 19,018 | $524.5K | 0.00% | −10,560−35.7% | Reduced |
| Outlook Wealth Advisors, LLC | 19,021 | $524.6K | 0.18% | −4,610−19.5% | Reduced |
| Strong Tower Advisory Services | 19,049 | $525.4K | 0.23% | +19,049 | New |
| Mutual of America Capital Management LLC | 19,457 | $536.6K | 0.01% | −38,498−66.4% | Reduced |
| William Blair Investment Management, LLC | 19,654 | $542.1K | 0.00% | −992,296−98.1% | Reduced |
| Tower Research Capital LLC (TRC) | 19,695 | $543.2K | 0.01% | +18,459+1,493.4% | Added |
| ProShare Advisors LLC | 19,999 | $551.6K | 0.00% | +4,165+26.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,080 | $554.0K | 0.00% | −6,444−24.3% | Reduced |
| Bridgewater Associates, LP | 20,276 | $559.2K | 0.00% | −649−3.1% | Reduced |
| Merit Financial Group, LLC | 20,429 | $563.4K | 0.02% | +2,141+11.7% | Added |
| Hartline Investment Corp | 21,056 | $580.7K | 0.09% | −982−4.5% | Reduced |
| Dynamic Advisor Solutions LLC | 23,204 | $588.9K | 0.02% | +2,754+13.5% | Added |
| STRS Ohio | 21,700 | $598.0K | 0.00% | 00.0% | Unchanged |
| Insight Folios Inc | 21,956 | $605.5K | 0.26% | +289+1.3% | Added |
| Hilltop Holdings Inc. | 22,608 | $623.5K | 0.07% | +1,717+8.2% | Added |
| Beacon Pointe Advisors, LLC | 22,865 | $630.6K | 0.01% | −699−3.0% | Reduced |
| Victory Capital Management Inc | 23,012 | $634.7K | 0.00% | +4,481+24.2% | Added |
| Vident Advisory, LLC | 23,014 | $634.7K | 0.02% | −65−0.3% | Reduced |
| AQR Capital Management LLC | 23,392 | $645.2K | 0.00% | −3,092−11.7% | Reduced |
| Nwam LLC | 23,430 | $646.2K | 0.05% | −657−2.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,989 | $661.6K | 0.00% | −47,633−66.5% | Reduced |
| Cetera Advisor Networks LLC | 24,521 | $676.3K | 0.00% | +2,323+10.5% | Added |
| PEAK6 Investments LLC | 25,730 | $709.6K | 0.03% | +19,922+343.0% | Added |
| Eqis Capital Management, Inc. | 26,939 | $743.0K | 0.06% | +5,283+24.4% | Added |
| Quantbot Technologies LP | 27,484 | $758.0K | 0.04% | −13,202−32.4% | Reduced |
| Holocene Advisors, LP | 28,818 | $794.8K | 0.00% | −85,772−74.9% | Reduced |
| State Board of Administration of Florida Retirement System | 29,546 | $814.9K | 0.00% | −6,914−19.0% | Reduced |
| Janney Montgomery Scott LLC | 29,765 | $821.0K | 0.00% | −6,548−18.0% | Reduced |
| Arizona State Retirement System | 29,986 | $827.0K | 0.01% | +102+0.3% | Added |
| Millennium Management LLC | 31,432 | $866.9K | 0.00% | −15,089−32.4% | Reduced |
| Perigon Wealth Management, LLC | 31,618 | $872.0K | 0.03% | +59+0.2% | Added |
| Oregon Public Employees Retirement Fund | 32,550 | $897.7K | 0.02% | +693+2.2% | Added |
| Apollon Wealth Management, LLC | 33,646 | $928.0K | 0.03% | +4,375+14.9% | Added |
| Teachers Retirement System of the State of Kentucky | 33,800 | $932.0K | 0.01% | −39,161−53.7% | Reduced |
| Kennedy Capital Management, Inc. | 33,995 | $937.6K | 0.02% | −16,404−32.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,658 | $1.04M | 0.00% | −36−0.1% | Reduced |
| La Banque Postale Asset Management SA | 38,276 | $1.06M | 0.02% | +38,276 | New |
| Congress Asset Management Co | 38,324 | $1.06M | 0.01% | +137+0.4% | Added |
| Ensign Peak Advisors, Inc | 38,680 | $1.07M | 0.00% | +7,150+22.7% | Added |
| Horst & Graben Wealth Management LLC | 39,010 | $1.08M | 0.24% | −1,270−3.2% | Reduced |
| DnB Asset Management AS | 39,318 | $1.08M | 0.01% | +24,443+164.3% | Added |
| Cerity Partners LLC | 39,804 | $1.10M | 0.00% | +39,804 | New |
| HSBC Holdings PLC | 40,137 | $1.11M | 0.00% | +13,990+53.5% | Added |
| Maryland State Retirement & Pension System | 40,403 | $1.11M | 0.02% | +944+2.4% | Added |