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 |
|---|---|---|---|---|---|
| Canton Hathaway, LLC | 13,600 | $375.0K | 0.11% | +5,000+58.1% | Added |
| Prime Capital Investment Advisors, LLC | 13,267 | $365.9K | 0.01% | +3,684+38.4% | Added |
| Spirit of America Management Corp | 12,717 | $350.7K | 0.08% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 12,605 | $347.6K | 0.33% | +12,605 | New |
| Mariner, LLC | 12,531 | $345.6K | 0.00% | −67,292−84.3% | Reduced |
| CIBC Asset Management Inc | 12,508 | $345.0K | 0.00% | +12,508 | New |
| Consolidated Portfolio Review Corp | 12,488 | $344.4K | 0.08% | −714−5.4% | Reduced |
| Mirova | 12,487 | $344.4K | 0.07% | −113,653−90.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $331.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11,775 | $324.7K | 0.15% | +10,841+1,160.7% | Added |
| Captrust Financial Advisors | 11,699 | $322.7K | 0.00% | +2,049+21.2% | Added |
| Wedbush Securities Inc | 11,506 | $317.0K | 0.01% | +550+5.0% | Added |
| Brevan Howard Capital Management LP | 11,493 | $317.0K | 0.03% | −21,909−65.6% | Reduced |
| Aigen Investment Management, LP | 11,418 | $314.9K | 0.06% | +11,418 | New |
| Twinbeech Capital LP | 11,315 | $312.1K | 0.01% | +11,315 | New |
| Evergreen Capital Management LLC | 11,043 | $308.9K | 0.01% | +11,043 | New |
| Atlas Brown,Inc. | 11,198 | $308.8K | 0.13% | +93+0.8% | Added |
| Avantax Advisory Services, Inc. | 11,088 | $305.8K | 0.00% | −3,911−26.1% | Reduced |
| Ameritas Investment Partners, Inc. | 10,964 | $302.4K | 0.01% | +677+6.6% | Added |
| Harrington Investments, INC | 10,861 | $299.5K | 0.19% | +10,861 | New |
| Seelaus Asset Management LLC | 10,585 | $291.9K | 0.28% | −170−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 10,404 | $287.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 9,800 | $270.3K | 0.00% | −24,000−71.0% | Reduced |
| US Bancorp | 9,500 | $262.0K | 0.00% | +2,295+31.9% | Added |
| AXA S.A. | 9,318 | $257.0K | 0.00% | −46,006−83.2% | Reduced |
| Baldwin Brothers Inc | 9,293 | $256.3K | 0.02% | −75−0.8% | Reduced |
| Gilman Hill Asset Management, LLC | 9,245 | $255.0K | 0.05% | +9,245 | New |
| HighTower Advisors, LLC | 9,190 | $253.0K | 0.00% | +9,190 | New |
| Guidance Capital, Inc | 9,111 | $250.1K | 0.10% | +9,111 | New |
| LGL Partners, LLC | 9,000 | $248.2K | 0.03% | +9,000 | New |
| Fox Run Management, L.L.C. | 8,949 | $246.8K | 0.06% | +8,949 | New |
| MML Investors Services, LLC | 8,728 | $241.0K | 0.00% | +8,728 | New |
| Engineers Gate Manager LP | 8,629 | $238.0K | 0.01% | +8,629 | New |
| Annapolis Financial Services, LLC | 8,537 | $235.5K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 8,340 | $232.0K | 0.01% | −350−4.0% | Reduced |
| Bramshill Investments, LLC | 8,322 | $229.5K | 0.02% | −45,073−84.4% | Reduced |
| Blair William & Co | 8,282 | $228.4K | 0.00% | +8,282 | New |
| Resources Management Corp | 8,274 | $228.0K | 0.03% | 00.0% | Unchanged |
| Kepos Capital LP | 8,180 | $226.0K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 8,058 | $222.2K | 0.04% | +1,876+30.3% | Added |
| 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 |
| AE Wealth Management LLC | 9,315 | $219.6K | 0.00% | +9,315 | New |
| FMR LLC | 7,875 | $217.2K | 0.00% | +1,078+15.9% | Added |
| Los Angeles Capital Management LLC | 7,863 | $216.9K | 0.00% | +7,863 | New |
| WSFS Capital Management, LLC | 7,500 | $206.8K | 0.01% | +7,500 | New |
| Raymond James Trust N.A. | 7,490 | $206.6K | 0.01% | +7,490 | New |
| Profund Advisors LLC | 7,483 | $206.4K | 0.01% | +7,483 | New |
| Annex Advisory Services, LLC | 7,463 | $205.8K | 0.01% | +7,463 | New |
| First Affirmative Financial Network | 7,431 | $204.9K | 0.16% | +7,431 | New |
| Keybank National Association | 7,391 | $203.8K | 0.00% | +7,391 | New |
| Glassman Wealth Services | 7,277 | $200.7K | 0.03% | −518−6.6% | Reduced |
| Metropolitan Life Insurance Co | 5,963 | $164.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,757 | $158.8K | 0.01% | +5,757 | New |
| AllSquare Wealth Management LLC | 5,620 | $155.0K | 0.10% | −500−8.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,609 | $154.7K | 0.00% | −1,803−24.3% | Reduced |
| SG Americas Securities, LLC | 5,308 | $146.0K | 0.00% | +5,308 | New |
| EntryPoint Capital, LLC | 4,525 | $124.8K | 0.12% | +4,525 | New |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $113.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,669 | $101.0K | 0.00% | +58+1.6% | Added |
| Quadrant Capital Group LLC | 2,998 | $82.7K | 0.01% | +1,003+50.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,787 | $79.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| GAMMA Investing LLC | 3,260 | $77.6K | 0.02% | +3,260 | New |
| Segantii Capital Management Ltd | 2,800 | $77.2K | 0.00% | +2,800 | New |
| National Bank of Canada | 2,662 | $73.1K | 0.00% | −43,982−94.3% | Reduced |
| Atticus Wealth Management, LLC | 2,552 | $70.4K | 0.02% | +60+2.4% | Added |
| Proequities, Inc. | 2,439 | $68.2K | 0.00% | −991−28.9% | Reduced |
| KBC Group NV | 2,458 | $68.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,390 | $65.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,189 | $60.4K | 0.01% | +2,189 | New |
| Spire Wealth Management | 2,500 | $56.1K | 0.00% | −1,500−37.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,000 | $55.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,970 | $54.3K | 0.02% | +713+56.7% | Added |
| Trust Co of Vermont | 1,500 | $41.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,441 | $39.7K | 0.01% | +1,441 | New |
| Johnson Financial Group, Inc. | 1,370 | $38.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,215 | $33.5K | 0.01% | +1,215 | New |
| Smartleaf Asset Management LLC | 1,097 | $30.8K | 0.01% | +1,097 | New |
| DecisionPoint Financial, LLC | 1,000 | $27.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,075 | $26.3K | 0.00% | +1,047+3,739.3% | Added |
| RFP Financial Group LLC | 900 | $24.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 875 | $24.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 721 | $19.9K | 0.01% | +721 | New |
| Manchester Capital Management LLC | 698 | $19.3K | 0.00% | −528−43.1% | Reduced |
| Harbour Investments, Inc. | 682 | $18.8K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 617 | $14.4K | 0.01% | +617 | New |
| Twin Lakes Capital Management, LLC | 518 | $14.3K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 510 | $14.1K | 0.00% | +510 | New |
| Dividend Assets Capital, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 504 | $13.9K | 0.01% | −359−41.6% | Reduced |
| 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 |
| Sound Income Strategies, LLC | 495 | $13.7K | 0.00% | +5+1.0% | Added |
| First Pacific Financial | 480 | $13.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 464 | $12.8K | 0.00% | −115−19.9% | Reduced |
| Public Employees Retirement System of Ohio | 462 | $12.7K | 0.00% | +120+35.1% | Added |
| Signaturefd, LLC | 431 | $11.9K | 0.00% | +167+63.3% | Added |
| Focused Wealth Management, Inc | 428 | $11.8K | 0.00% | 00.0% | Unchanged |