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 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 900 | $26.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 908 | $26.1K | 0.00% | +801+748.6% | Added |
| EdgeRock Capital LLC | 617 | $18.3K | 0.01% | +617 | New |
| EverSource Wealth Advisors, LLC | 514 | $16.9K | 0.00% | +14+2.8% | Added |
| Headlands Technologies LLC | 568 | $16.8K | 0.00% | +464+446.2% | Added |
| Twin Lakes Capital Management, LLC | 518 | $15.3K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 510 | $15.1K | 0.00% | +8+1.6% | Added |
| 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 |
| Sound Income Strategies, LLC | 495 | $14.7K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 514 | $14.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 480 | $14.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 442 | $13.1K | 0.00% | −69−13.5% | Reduced |
| Lindbrook Capital, LLC | 395 | $11.7K | 0.00% | +112+39.6% | Added |
| Main Street Group, LTD | 388 | $11.1K | 0.00% | +7+1.8% | Added |
| 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 |
| Newbridge Financial Services Group, Inc. | 320 | $9.47K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 316 | $9.35K | 0.00% | −24−7.1% | Reduced |
| Bokf, NA | 300 | $8.88K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 302 | $8.58K | 0.00% | +302 | New |
| Eagle Bay Advisors LLC | 261 | $7.73K | 0.00% | −163−38.4% | Reduced |
| Fifth Third Bancorp | 260 | $7.70K | 0.00% | +73+39.0% | Added |
| Raleigh Capital Management Inc. | 251 | $7.43K | 0.00% | +173+221.8% | Added |
| Hanson & Doremus Investment Management | 220 | $7.00K | 0.00% | −415−65.4% | Reduced |
| GWM Advisors LLC | 218 | $6.46K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 212 | $6.26K | 0.00% | +212 | New |
| Hilltop National Bank | 200 | $5.92K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 198 | $5.87K | 0.00% | +198 | New |
| Cherry Tree Wealth Management, LLC | 187 | $5.54K | 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 |
| Salem Investment Counselors Inc | 177 | $5.24K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 164 | $4.85K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 163 | $4.83K | 0.00% | +15+10.1% | Added |
| Allworth Financial LP | 144 | $4.57K | 0.00% | −126−46.7% | Reduced |
| Bessemer Group Inc | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 125 | $3.70K | 0.00% | +75+150.0% | Added |
| TD Waterhouse Canada Inc. | 109 | $3.13K | 0.00% | +19+21.1% | Added |
| Pineridge Advisors LLC | 99 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $2.90K | 0.00% | +40+69.0% | Added |
| Richard W. Paul & Associates, LLC | 94 | $2.78K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 92 | $2.72K | 0.00% | +92 | New |
| Bay Harbor Wealth Management, LLC | 72 | $2.13K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 73 | $2.00K | 0.00% | −301−80.5% | Reduced |
| Parallel Advisors, LLC | 65 | $1.93K | 0.00% | −185−74.0% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $1.92K | 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 |
| Massmutual Trust Co FSB | 41 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $1.01K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 58 | $1.00K | 0.00% | −8,917−99.4% | Reduced |
| EntryPoint Capital, LLC | 28 | $829 | 0.00% | −2,936−99.1% | Reduced |
| Quest Partners LLC | 25 | $740 | 0.00% | −23−47.9% | Reduced |
| Cornerstone Planning Group LLC | 24 | $719 | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 16 | $474 | 0.00% | +16 | New |
| Parkside Financial Bank & Trust | 14 | $415 | 0.00% | −7−33.3% | Reduced |
| ClariVest Asset Management LLC | 13 | $385 | 0.00% | −21−61.8% | Reduced |
| Abound Wealth Management | 10 | $296 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $267 | 0.00% | +8+800.0% | Added |
| Point72 (DIFC) Ltd | 6 | $176 | 0.00% | +6 | New |
| Manchester Capital Management LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −1,100,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −97,124−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −65,910−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −59,319−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −54,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −45,929−100.0% | Sold out |
| Vert Asset Management LLC | 0 | $0 | 0.00% | −45,742−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −38,854−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −30,579−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,381−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,824−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −18,365−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −18,165−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,485−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −9,257−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −8,712−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −7,357−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −7,169−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,164−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −5,778−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Dixon Mitchell Investment Counsel Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |