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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 340 | $9.66K | 0.00% | +1+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 320 | $9.09K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 300 | $8.52K | 0.00% | +300 | New |
| Bokf, NA | 300 | $8.42K | 0.00% | −106−26.1% | Reduced |
| Lindbrook Capital, LLC | 283 | $8.04K | 0.00% | +52+22.5% | Added |
| Allworth Financial LP | 270 | $7.67K | 0.00% | +30+12.5% | Added |
| Parallel Advisors, LLC | 250 | $7.10K | 0.00% | +247+8,233.3% | Added |
| GWM Advisors LLC | 218 | $6.20K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 203 | $5.76K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $5.68K | 0.00% | +200 | New |
| Retirement Group, LLC | 188 | $5.34K | 0.00% | +188 | New |
| 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 |
| Salem Investment Counselors Inc | 177 | $5.03K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 166 | $4.71K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 164 | $4.66K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 160 | $4.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 148 | $4.20K | 0.00% | +3+2.1% | Added |
| Bessemer Group Inc | 134 | $4.00K | 0.00% | −1−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 132 | $3.75K | 0.00% | +117+780.0% | Added |
| Farther Finance Advisors, LLC | 107 | $3.00K | 0.00% | −98−47.8% | Reduced |
| Headlands Technologies LLC | 104 | $2.95K | 0.00% | +104 | New |
| Pineridge Advisors LLC | 99 | $2.81K | 0.00% | −411−80.6% | Reduced |
| Future Financial Wealth Managment LLC | 97 | $2.75K | 0.00% | +97 | New |
| Richard W. Paul & Associates, LLC | 94 | $2.67K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 90 | $2.45K | 0.00% | +47+109.3% | Added |
| Raleigh Capital Management Inc. | 78 | $2.21K | 0.00% | −135−63.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 72 | $2.04K | 0.00% | −1−1.4% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $1.65K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 50 | $1.42K | 0.00% | +50 | New |
| Quest Partners LLC | 48 | $1.36K | 0.00% | +48 | New |
| Albion Financial Group | 45 | $1.28K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $1.16K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $1.00K | 0.00% | +20 | New |
| Cape Investment Advisory, Inc. | 34 | $966 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 34 | $965 | 0.00% | +13+61.9% | Added |
| Parkside Financial Bank & Trust | 21 | $597 | 0.00% | +4+23.5% | Added |
| Versant Capital Management, Inc | 17 | $483 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 15 | $434 | 0.00% | +15 | New |
| Abound Wealth Management | 10 | $284 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7 | $199 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 1 | $29 | 0.00% | −697−99.9% | Reduced |
| Huntington National Bank | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | −11−61.1% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −227,357−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −202,432−100.0% | Sold out |
| Sage Advisors, LLC | 0 | $0 | 0.00% | −119,412−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −82,738−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −64,982−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −42,286−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −33,995−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −28,818−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −27,484−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −24,521−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −21,056−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −11,699−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,418−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,315−100.0% | Sold out |
| Atlas Brown,Inc. | 0 | $0 | 0.00% | −11,198−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −9,190−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,949−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,629−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −8,322−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −8,180−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −9,315−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −7,483−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −7,277−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| M&G Investment Management Ltd | – | – | – | – | Not filed |
| Spouting Rock Asset Management, LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |