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, Q2 2024
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Jun 30, 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
- 365
- +23 vs. Q1 2024
- Shares held
- 113.4M
- −336.3K (−0.3%) vs. Q1 2024
- Total value
- $3.36B
- +$132.4M (+4.1%) vs. Q1 2024
- New holders
- 57
- 124 more added
- Sold out
- 34
- 125 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 6 | $176 | 0.00% | +6 | New |
| Huntington National Bank | 9 | $267 | 0.00% | +8+800.0% | Added |
| Abound Wealth Management | 10 | $296 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13 | $385 | 0.00% | −21−61.8% | Reduced |
| Parkside Financial Bank & Trust | 14 | $415 | 0.00% | −7−33.3% | Reduced |
| Clearstead Advisors, LLC | 16 | $474 | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 24 | $719 | 0.00% | +24 | New |
| Quest Partners LLC | 25 | $740 | 0.00% | −23−47.9% | Reduced |
| EntryPoint Capital, LLC | 28 | $829 | 0.00% | −2,936−99.1% | Reduced |
| Lazard Asset Management LLC | 58 | $1.00K | 0.00% | −8,917−99.4% | Reduced |
| Cape Investment Advisory, Inc. | 34 | $1.01K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $1.21K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $1.33K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 45 | $1.33K | 0.00% | +45 | New |
| Mattson Financial Services, LLC | 45 | $1.33K | 0.00% | +45 | New |
| Farmers & Merchants Investments Inc | 65 | $1.92K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 65 | $1.93K | 0.00% | −185−74.0% | Reduced |
| NBC Securities, Inc. | 73 | $2.00K | 0.00% | −301−80.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 72 | $2.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 92 | $2.72K | 0.00% | +92 | New |
| Richard W. Paul & Associates, LLC | 94 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $2.90K | 0.00% | +40+69.0% | Added |
| Pineridge Advisors LLC | 99 | $2.93K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 109 | $3.13K | 0.00% | +19+21.1% | Added |
| Umb Bank N A | 125 | $3.70K | 0.00% | +75+150.0% | Added |
| Bessemer Group Inc | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 144 | $4.57K | 0.00% | −126−46.7% | Reduced |
| Larson Financial Group LLC | 163 | $4.83K | 0.00% | +15+10.1% | Added |
| Oakworth Capital, Inc. | 164 | $4.85K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $5.24K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 182 | $5.39K | 0.00% | −500−73.3% | Reduced |
| Versant Capital Management, Inc | 182 | $5.39K | 0.00% | +165+970.6% | Added |
| Cherry Tree Wealth Management, LLC | 187 | $5.54K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 198 | $5.87K | 0.00% | +198 | New |
| Hilltop National Bank | 200 | $5.92K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 212 | $6.26K | 0.00% | +212 | New |
| GWM Advisors LLC | 218 | $6.46K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 220 | $7.00K | 0.00% | −415−65.4% | Reduced |
| Raleigh Capital Management Inc. | 251 | $7.43K | 0.00% | +173+221.8% | Added |
| Fifth Third Bancorp | 260 | $7.70K | 0.00% | +73+39.0% | Added |
| Eagle Bay Advisors LLC | 261 | $7.73K | 0.00% | −163−38.4% | Reduced |
| Ronald Blue Trust, Inc. | 302 | $8.58K | 0.00% | +302 | New |
| Bokf, NA | 300 | $8.88K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 316 | $9.35K | 0.00% | −24−7.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 320 | $9.47K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 343 | $10.2K | 0.00% | −63−15.5% | Reduced |
| Catalyst Capital Advisors LLC | 343 | $10.2K | 0.00% | −63−15.5% | Reduced |
| Main Street Group, LTD | 388 | $11.1K | 0.00% | +7+1.8% | Added |
| Lindbrook Capital, LLC | 395 | $11.7K | 0.00% | +112+39.6% | Added |
| Signaturefd, LLC | 442 | $13.1K | 0.00% | −69−13.5% | Reduced |
| First Pacific Financial | 480 | $14.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 514 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 495 | $14.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $14.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $14.8K | 0.00% | +368+278.8% | Added |
| Atlas Capital Advisors LLC | 500 | $14.8K | 0.00% | +500 | New |
| CoreCap Advisors, LLC | 500 | $14.8K | 0.00% | +500 | New |
| Public Employees Retirement System of Ohio | 510 | $15.1K | 0.00% | +8+1.6% | Added |
| Twin Lakes Capital Management, LLC | 518 | $15.3K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 568 | $16.8K | 0.00% | +464+446.2% | Added |
| EverSource Wealth Advisors, LLC | 514 | $16.9K | 0.00% | +14+2.8% | Added |
| EdgeRock Capital LLC | 617 | $18.3K | 0.01% | +617 | New |
| Farther Finance Advisors, LLC | 908 | $26.1K | 0.00% | +801+748.6% | Added |
| RFP Financial Group LLC | 900 | $26.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 943 | $27.9K | 0.00% | +68+7.8% | Added |
| Zions Bancorporation, N.A. | 1,000 | $29.6K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,042 | $30.8K | 0.03% | +1,042 | New |
| DecisionPoint Financial, LLC | 1,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,235 | $36.6K | 0.01% | +20+1.6% | Added |
| National Bank of Canada | 1,318 | $37.8K | 0.00% | −51−3.7% | Reduced |
| Jefferies Financial Group Inc. | 1,300 | $38.5K | 0.00% | +1,300 | New |
| Scarborough Advisors, LLC | 1,488 | $44.1K | 0.02% | +24+1.6% | Added |
| Trust Co of Vermont | 1,500 | $44.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,702 | $50.0K | 0.03% | +1,695+24,214.3% | Added |
| Smartleaf Asset Management LLC | 1,948 | $58.3K | 0.01% | +751+62.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,000 | $59.2K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,263 | $67.0K | 0.00% | −34,132−93.8% | Reduced |
| Point72 Hong Kong Ltd | 2,335 | $69.1K | 0.00% | +2,335 | New |
| Osterweis Capital Management Inc | 2,390 | $70.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $74.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,501 | $74.0K | 0.00% | −6−0.2% | Reduced |
| Atticus Wealth Management, LLC | 2,636 | $78.0K | 0.03% | +44+1.7% | Added |
| Addison Advisors LLC | 2,642 | $78.2K | 0.03% | +580+28.1% | Added |
| Bartlett & Co. Wealth Management LLC | 2,787 | $82.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,056 | $90.0K | 0.03% | +3,056 | New |
| Bramshill Investments, LLC | 3,167 | $93.7K | 0.01% | +3,167 | New |
| KBC Group NV | 3,213 | $95.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,495 | $104.0K | 0.00% | +837+31.5% | Added |
| International Assets Investment Management, LLC | 3,695 | $109.4K | 0.01% | +3,695 | New |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $118.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,497 | $133.1K | 0.02% | +252+5.9% | Added |
| CWM, LLC | 4,533 | $134.0K | 0.00% | +750+19.8% | Added |
| Quadrant Capital Group LLC | 4,576 | $135.4K | 0.01% | +1,200+35.5% | Added |
| 1620 Investment Advisors, Inc. | 5,413 | $160.2K | 0.12% | +5,413 | New |
| AllSquare Wealth Management LLC | 5,620 | $166.4K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,946 | $176.0K | 0.01% | +73+1.2% | Added |
| Group One Trading, L.P. | 6,125 | $181.3K | 0.01% | +6,125 | New |
| Lebenthal Global Advisors, LLC | 6,780 | $200.7K | 0.04% | +6,780 | New |
| Corton Capital Inc. | 6,865 | $203.2K | 0.11% | +6,865 | New |