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, Q1 2024
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Mar 31, 2024. 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
- 345
- +5 vs. Q4 2023
- Shares held
- 114.0M
- +714.0K (+0.6%) vs. Q4 2023
- Total value
- $3.23B
- +$107.9M (+3.4%) vs. Q4 2023
- New holders
- 42
- 134 more added
- Sold out
- 37
- 113 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −11−61.1% | Reduced |
| Huntington National Bank | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $29 | 0.00% | −697−99.9% | Reduced |
| Toronto Dominion Bank | 7 | $199 | 0.00% | +7 | New |
| Abound Wealth Management | 10 | $284 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 15 | $434 | 0.00% | +15 | New |
| Versant Capital Management, Inc | 17 | $483 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 21 | $597 | 0.00% | +4+23.5% | Added |
| ClariVest Asset Management LLC | 34 | $965 | 0.00% | +13+61.9% | Added |
| Cape Investment Advisory, Inc. | 34 | $966 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $1.00K | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 41 | $1.16K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $1.28K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 48 | $1.36K | 0.00% | +48 | New |
| Umb Bank N A | 50 | $1.42K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 58 | $1.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 72 | $2.04K | 0.00% | −1−1.4% | Reduced |
| Raleigh Capital Management Inc. | 78 | $2.21K | 0.00% | −135−63.4% | Reduced |
| TD Waterhouse Canada Inc. | 90 | $2.45K | 0.00% | +47+109.3% | Added |
| Richard W. Paul & Associates, LLC | 94 | $2.67K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 97 | $2.75K | 0.00% | +97 | New |
| Pineridge Advisors LLC | 99 | $2.81K | 0.00% | −411−80.6% | Reduced |
| Headlands Technologies LLC | 104 | $2.95K | 0.00% | +104 | New |
| Farther Finance Advisors, LLC | 107 | $3.00K | 0.00% | −98−47.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 132 | $3.75K | 0.00% | +117+780.0% | Added |
| Bessemer Group Inc | 134 | $4.00K | 0.00% | −1−0.7% | Reduced |
| Larson Financial Group LLC | 148 | $4.20K | 0.00% | +3+2.1% | Added |
| Pflug Koory, LLC | 160 | $4.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 164 | $4.66K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 166 | $4.71K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $5.03K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 187 | $5.31K | 0.00% | +38+25.5% | Added |
| Cherry Tree Wealth Management, LLC | 187 | $5.31K | 0.00% | +64+52.0% | Added |
| Retirement Group, LLC | 188 | $5.34K | 0.00% | +188 | New |
| Hilltop National Bank | 200 | $5.68K | 0.00% | +200 | New |
| Orion Capital Management LLC | 203 | $5.76K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 218 | $6.20K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 250 | $7.10K | 0.00% | +247+8,233.3% | Added |
| Allworth Financial LP | 270 | $7.67K | 0.00% | +30+12.5% | Added |
| Lindbrook Capital, LLC | 283 | $8.04K | 0.00% | +52+22.5% | Added |
| Bokf, NA | 300 | $8.42K | 0.00% | −106−26.1% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 300 | $8.52K | 0.00% | +300 | New |
| Newbridge Financial Services Group, Inc. | 320 | $9.09K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 340 | $9.66K | 0.00% | +1+0.3% | Added |
| Main Street Group, LTD | 381 | $10.7K | 0.00% | +7+1.9% | Added |
| NBC Securities, Inc. | 374 | $11.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 406 | $11.5K | 0.00% | +31+8.3% | Added |
| Catalyst Capital Advisors LLC | 406 | $11.5K | 0.00% | +31+8.3% | Added |
| Eagle Bay Advisors LLC | 424 | $12.0K | 0.01% | −80−15.9% | Reduced |
| EverSource Wealth Advisors, LLC | 500 | $12.5K | 0.00% | +36+7.8% | Added |
| First Pacific Financial | 480 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 495 | $14.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 514 | $14.2K | 0.00% | +514 | New |
| Federation des caisses Desjardins du Quebec | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 502 | $14.3K | 0.00% | +40+8.7% | Added |
| Signaturefd, LLC | 511 | $14.5K | 0.00% | +80+18.6% | Added |
| Twin Lakes Capital Management, LLC | 518 | $14.7K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 535 | $15.2K | 0.00% | +535 | New |
| Hanson & Doremus Investment Management | 635 | $18.0K | 0.00% | +635 | New |
| Creekmur Asset Management LLC | 639 | $18.1K | 0.01% | −82−11.4% | Reduced |
| Harbour Investments, Inc. | 682 | $19.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 753 | $21.4K | 0.00% | −322−30.0% | Reduced |
| Bogart Wealth, LLC | 875 | $24.9K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 900 | $25.6K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,000 | $28.4K | 0.00% | +1,000 | New |
| Smartleaf Asset Management LLC | 1,197 | $33.5K | 0.01% | +100+9.1% | Added |
| Westside Investment Management, Inc. | 1,215 | $34.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,314 | $37.3K | 0.00% | −18,381−93.3% | Reduced |
| Quarry LP | 1,445 | $41.0K | 0.02% | +1,158+403.5% | Added |
| Scarborough Advisors, LLC | 1,464 | $41.6K | 0.02% | +23+1.6% | Added |
| Trust Co of Vermont | 1,500 | $42.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,369 | $43.9K | 0.00% | −1,293−48.6% | Reduced |
| Plato Investment Management Ltd | 1,739 | $49.4K | 0.01% | +1,739 | New |
| Steward Partners Investment Advisory, LLC | 2,000 | $56.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,062 | $58.6K | 0.02% | +92+4.7% | Added |
| ICA Group Wealth Management, LLC | 2,189 | $62.2K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,390 | $67.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $71.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,507 | $71.2K | 0.00% | +68+2.8% | Added |
| Atticus Wealth Management, LLC | 2,592 | $73.6K | 0.02% | +40+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,658 | $76.0K | 0.00% | −187−6.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,787 | $79.2K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,964 | $84.2K | 0.08% | −1,561−34.5% | Reduced |
| KBC Group NV | 3,213 | $91.0K | 0.00% | +755+30.7% | Added |
| Quadrant Capital Group LLC | 3,376 | $95.9K | 0.01% | +378+12.6% | Added |
| CWM, LLC | 3,783 | $107.0K | 0.00% | +114+3.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $112.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,245 | $120.6K | 0.02% | +985+30.2% | Added |
| The PNC Financial Services Group, Inc. | 4,578 | $130.0K | 0.00% | −1,031−18.4% | Reduced |
| AllSquare Wealth Management LLC | 5,620 | $159.6K | 0.09% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,778 | $164.1K | 0.01% | −185−3.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,873 | $166.8K | 0.01% | +116+2.0% | Added |
| Simplex Trading, LLC | 6,164 | $175.0K | 0.01% | +6,164 | New |
| SG Americas Securities, LLC | 6,558 | $186.0K | 0.00% | +1,250+23.5% | Added |
| Bridgewater Associates, LP | 7,169 | $203.6K | 0.00% | −13,107−64.6% | Reduced |
| First Affirmative Financial Network | 7,354 | $208.9K | 0.15% | −77−1.0% | Reduced |
| La Financiere de L'Echiquier | 7,357 | $208.9K | 0.01% | −8,859−54.6% | Reduced |
| Annex Advisory Services, LLC | 7,441 | $211.3K | 0.01% | −22−0.3% | Reduced |