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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 14,791 | $420.0K | 0.01% | +218+1.5% | Added |
| Everett Harris & Co | 14,600 | $414.6K | 0.01% | +800+5.8% | Added |
| American Trust Investment Advisors, LLC | 14,265 | $405.1K | 0.19% | 00.0% | Unchanged |
| Bank of Montreal | 14,190 | $403.8K | 0.00% | +345+2.5% | Added |
| Dark Forest Capital Management LP | 14,197 | $403.2K | 0.07% | +14,197 | New |
| Pictet Asset Management Holding SA | 14,164 | $402.3K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,000 | $397.6K | 0.01% | +14,000 | New |
| MeadowBrook Investment Advisors LLC | 13,335 | $378.7K | 0.35% | +730+5.8% | Added |
| Wedbush Securities Inc | 13,008 | $369.0K | 0.01% | +1,502+13.1% | Added |
| Keybank National Association | 12,913 | $366.7K | 0.00% | +5,522+74.7% | Added |
| Mirova | 12,487 | $354.6K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,443 | $353.4K | 0.01% | +1,400+12.7% | Added |
| Cerity Partners LLC | 12,211 | $346.8K | 0.00% | −27,593−69.3% | Reduced |
| M&T Bank Corp | 12,199 | $346.5K | 0.00% | −6,138−33.5% | Reduced |
| Truvestments Capital LLC | 12,020 | $341.4K | 0.13% | +245+2.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $340.8K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,992 | $340.6K | 0.00% | −516−4.1% | Reduced |
| Harrington Investments, INC | 11,874 | $337.2K | 0.19% | +1,013+9.3% | Added |
| Millennium Management LLC | 11,429 | $324.6K | 0.00% | −20,003−63.6% | Reduced |
| US Bancorp | 11,341 | $322.1K | 0.00% | +1,841+19.4% | Added |
| Ameritas Investment Partners, Inc. | 10,964 | $311.4K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 10,851 | $308.2K | 0.00% | +2,569+31.0% | Added |
| Spirit of America Management Corp | 10,717 | $304.4K | 0.06% | −2,000−15.7% | Reduced |
| Seelaus Asset Management LLC | 10,535 | $299.2K | 0.30% | −50−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 10,404 | $295.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,369 | $294.5K | 0.00% | −719−6.5% | Reduced |
| Resources Management Corp | 10,295 | $292.0K | 0.04% | +2,021+24.4% | Added |
| Brown Advisory Inc | 10,025 | $284.7K | 0.00% | −96,759−90.6% | Reduced |
| Allianz Asset Management GmbH | 9,800 | $278.3K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 9,318 | $264.6K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 9,274 | $263.4K | 0.02% | −19−0.2% | Reduced |
| Capital Square, LLC | 9,257 | $262.9K | 0.19% | +9,257 | New |
| Gilman Hill Asset Management, LLC | 9,245 | $262.6K | 0.05% | 00.0% | Unchanged |
| LGL Partners, LLC | 9,000 | $255.6K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,975 | $254.0K | 0.00% | +8,975 | New |
| FMR LLC | 8,828 | $250.7K | 0.00% | +953+12.1% | Added |
| Veriti Management LLC | 8,729 | $247.9K | 0.02% | +8,729 | New |
| MML Investors Services, LLC | 8,712 | $247.0K | 0.00% | −16−0.2% | Reduced |
| Annapolis Financial Services, LLC | 8,537 | $242.5K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 8,340 | $237.0K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8,065 | $229.0K | 0.00% | +65+0.8% | Added |
| WSFS Capital Management, LLC | 4,292 | $227.2K | 0.01% | −3,208−42.8% | Reduced |
| Guidance Capital, Inc | 9,111 | $226.0K | 0.08% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,770 | $220.7K | 0.01% | +280+3.7% | Added |
| Los Angeles Capital Management LLC | 7,681 | $218.1K | 0.00% | −182−2.3% | Reduced |
| Annex Advisory Services, LLC | 7,441 | $211.3K | 0.01% | −22−0.3% | Reduced |
| La Financiere de L'Echiquier | 7,357 | $208.9K | 0.01% | −8,859−54.6% | Reduced |
| First Affirmative Financial Network | 7,354 | $208.9K | 0.15% | −77−1.0% | Reduced |
| Bridgewater Associates, LP | 7,169 | $203.6K | 0.00% | −13,107−64.6% | Reduced |
| SG Americas Securities, LLC | 6,558 | $186.0K | 0.00% | +1,250+23.5% | Added |
| Simplex Trading, LLC | 6,164 | $175.0K | 0.01% | +6,164 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,873 | $166.8K | 0.01% | +116+2.0% | Added |
| Metropolitan Life Insurance Co | 5,778 | $164.1K | 0.01% | −185−3.1% | Reduced |
| AllSquare Wealth Management LLC | 5,620 | $159.6K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,578 | $130.0K | 0.00% | −1,031−18.4% | Reduced |
| GAMMA Investing LLC | 4,245 | $120.6K | 0.02% | +985+30.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $112.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,783 | $107.0K | 0.00% | +114+3.1% | Added |
| Quadrant Capital Group LLC | 3,376 | $95.9K | 0.01% | +378+12.6% | Added |
| KBC Group NV | 3,213 | $91.0K | 0.00% | +755+30.7% | Added |
| EntryPoint Capital, LLC | 2,964 | $84.2K | 0.08% | −1,561−34.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,787 | $79.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,658 | $76.0K | 0.00% | −187−6.6% | Reduced |
| Atticus Wealth Management, LLC | 2,592 | $73.6K | 0.02% | +40+1.6% | Added |
| Proequities, Inc. | 2,507 | $71.2K | 0.00% | +68+2.8% | Added |
| Spire Wealth Management | 2,500 | $71.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,390 | $67.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,189 | $62.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,062 | $58.6K | 0.02% | +92+4.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,000 | $56.8K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,739 | $49.4K | 0.01% | +1,739 | New |
| National Bank of Canada | 1,369 | $43.9K | 0.00% | −1,293−48.6% | Reduced |
| Trust Co of Vermont | 1,500 | $42.6K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,464 | $41.6K | 0.02% | +23+1.6% | Added |
| Quarry LP | 1,445 | $41.0K | 0.02% | +1,158+403.5% | Added |
| Tower Research Capital LLC (TRC) | 1,314 | $37.3K | 0.00% | −18,381−93.3% | Reduced |
| Westside Investment Management, Inc. | 1,215 | $34.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,197 | $33.5K | 0.01% | +100+9.1% | Added |
| Zions Bancorporation, N.A. | 1,000 | $28.4K | 0.00% | +1,000 | New |
| DecisionPoint Financial, LLC | 1,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 900 | $25.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 875 | $24.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 753 | $21.4K | 0.00% | −322−30.0% | Reduced |
| Harbour Investments, Inc. | 682 | $19.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 639 | $18.1K | 0.01% | −82−11.4% | Reduced |
| Hanson & Doremus Investment Management | 635 | $18.0K | 0.00% | +635 | New |
| Elequin Capital LP | 535 | $15.2K | 0.00% | +535 | New |
| Twin Lakes Capital Management, LLC | 518 | $14.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 511 | $14.5K | 0.00% | +80+18.6% | Added |
| Public Employees Retirement System of Ohio | 502 | $14.3K | 0.00% | +40+8.7% | Added |
| Federation des caisses Desjardins du Quebec | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 514 | $14.2K | 0.00% | +514 | New |
| Sound Income Strategies, LLC | 495 | $14.1K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 480 | $13.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $12.5K | 0.00% | +36+7.8% | Added |
| Eagle Bay Advisors LLC | 424 | $12.0K | 0.01% | −80−15.9% | Reduced |
| 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 |
| NBC Securities, Inc. | 374 | $11.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 381 | $10.7K | 0.00% | +7+1.9% | Added |