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 |
|---|---|---|---|---|---|
| Bokf, NA | 406 | $11.2K | 0.00% | +106+35.3% | Added |
| 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 |
| Main Street Group, LTD | 374 | $10.3K | 0.00% | +374 | New |
| NBC Securities, Inc. | 374 | $10.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 339 | $9.35K | 0.00% | +339 | New |
| Newbridge Financial Services Group, Inc. | 320 | $8.83K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 284 | $8.00K | 0.00% | +284 | New |
| Quarry LP | 287 | $7.92K | 0.00% | −459−61.5% | Reduced |
| Allworth Financial LP | 240 | $6.62K | 0.00% | −536−69.1% | Reduced |
| Lindbrook Capital, LLC | 231 | $6.37K | 0.00% | −121−34.4% | Reduced |
| GWM Advisors LLC | 218 | $6.02K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 213 | $5.88K | 0.00% | +1+0.5% | Added |
| IFP Advisors, Inc | 211 | $5.83K | 0.00% | −298−58.5% | Reduced |
| Farther Finance Advisors, LLC | 205 | $5.65K | 0.00% | +38+22.8% | Added |
| Orion Capital Management LLC | 203 | $5.60K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $4.95K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 166 | $4.58K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 164 | $4.52K | 0.00% | +164 | New |
| Pflug Koory, LLC | 160 | $4.41K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 149 | $4.11K | 0.00% | −147−49.7% | Reduced |
| Larson Financial Group LLC | 145 | $4.01K | 0.00% | +3+2.1% | Added |
| Bessemer Group Inc | 135 | $4.00K | 0.00% | +134+13,400.0% | Added |
| Cherry Tree Wealth Management, LLC | 123 | $3.39K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 99 | $2.73K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 94 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 73 | $2.04K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 65 | $1.79K | 0.00% | +3+4.8% | Added |
| Farmers & Merchants Investments Inc | 65 | $1.79K | 0.00% | +10+18.2% | Added |
| Bell Investment Advisors, Inc | 58 | $1.60K | 0.00% | −3−4.9% | Reduced |
| Albion Financial Group | 45 | $1.24K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $1.13K | 0.00% | −33−44.6% | Reduced |
| TD Waterhouse Canada Inc. | 43 | $1.10K | 0.00% | +43 | New |
| Covestor Ltd | 18 | $1.00K | 0.00% | +9+100.0% | Added |
| Ronald Blue Trust, Inc. | 42 | $1.00K | 0.00% | +42 | New |
| Cape Investment Advisory, Inc. | 34 | $938 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $579 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17 | $469 | 0.00% | −509−96.8% | Reduced |
| Versant Capital Management, Inc | 17 | $469 | 0.00% | −388−95.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 15 | $414 | 0.00% | +15 | New |
| Abound Wealth Management | 10 | $276 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 3 | $83 | 0.00% | −18−85.7% | Reduced |
| Huntington National Bank | 1 | $28 | 0.00% | −575−99.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1 | $23 | 0.00% | +1 | New |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −1,378,294−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −470,188−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −217,357−100.0% | Sold out |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −159,377−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −121,006−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −84,279−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −82,451−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −63,327−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −46,525−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −36,080−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −34,930−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −34,903−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −30,080−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −19,479−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,524−100.0% | Sold out |
| Red Spruce Capital, LLC | 0 | $0 | 0.00% | −13,913−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −12,608−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −12,533−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −8,724−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −8,062−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −6,211−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −3,306−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −1,890−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |