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, Q3 2024
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Sep 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
- 372
- +10 vs. Q2 2024
- Shares held
- 115.7M
- +19.9M (+20.8%) vs. Q2 2024
- Total value
- $3.97B
- +$1.13B (+40.0%) vs. Q2 2024
- New holders
- 57
- 134 more added
- Sold out
- 47
- 125 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 8 | $275 | 0.00% | −1−11.1% | Reduced |
| CoreCap Advisors, LLC | 8 | $276 | 0.00% | −492−98.4% | Reduced |
| Abound Wealth Management | 8 | $276 | 0.00% | −2−20.0% | Reduced |
| Mendota Financial Group, LLC | 9 | $311 | 0.00% | +9 | New |
| ClariVest Asset Management LLC | 13 | $385 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $518 | 0.00% | +1+7.1% | Added |
| Capital Performance Advisors LLP | 22 | $758 | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 24 | $821 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $1.17K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 45 | $1.33K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $1.41K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $1.55K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 46 | $1.60K | 0.00% | −172−78.9% | Reduced |
| Naples Money Management LLC | 60 | $2.07K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 65 | $2.24K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 78 | $2.60K | 0.00% | −31−28.4% | Reduced |
| Jones Financial Companies LLLP | 77 | $2.65K | 0.00% | +77 | New |
| Parallel Advisors, LLC | 91 | $3.14K | 0.00% | +26+40.0% | Added |
| SRS Capital Advisors, Inc. | 92 | $3.17K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 98 | $3.38K | 0.00% | +98 | New |
| Bell Investment Advisors, Inc | 98 | $3.38K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 115 | $3.96K | 0.00% | +115 | New |
| Allworth Financial LP | 125 | $4.31K | 0.00% | −19−13.2% | Reduced |
| GeoWealth Management, LLC | 131 | $4.52K | 0.00% | +131 | New |
| Financial Avengers, Inc. | 150 | $5.17K | 0.00% | +150 | New |
| Jaffetilchin Investment Partners, LLC | 158 | $5.45K | 0.00% | +158 | New |
| Pflug Koory, LLC | 160 | $5.51K | 0.00% | +160 | New |
| Oakworth Capital, Inc. | 164 | $5.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 165 | $5.69K | 0.00% | +2+1.2% | Added |
| Eagle Bay Advisors LLC | 166 | $5.72K | 0.00% | −95−36.4% | Reduced |
| Salem Investment Counselors Inc | 177 | $6.10K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 182 | $6.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 187 | $6.45K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $6.89K | 0.00% | +200 | New |
| National Bank of Canada | 204 | $7.03K | 0.00% | −1,114−84.5% | Reduced |
| JNBA Financial Advisors | 217 | $7.48K | 0.00% | +217 | New |
| Quest Partners LLC | 224 | $7.72K | 0.00% | +199+796.0% | Added |
| Hanson & Doremus Investment Management | 220 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 240 | $8.27K | 0.00% | −240−50.0% | Reduced |
| Manchester Capital Management LLC | 253 | $8.72K | 0.00% | +252+25,200.0% | Added |
| Umb Bank N A | 257 | $8.86K | 0.00% | +132+105.6% | Added |
| Heritage Wealth Advisors | 300 | $10.3K | 0.00% | +300 | New |
| Brown Brothers Harriman & Co | 317 | $10.9K | 0.00% | +317 | New |
| Bessemer Group Inc | 315 | $11.0K | 0.00% | +181+135.1% | Added |
| Fifth Third Bancorp | 330 | $11.4K | 0.00% | +70+26.9% | Added |
| Clearstead Advisors, LLC | 373 | $12.9K | 0.00% | +357+2,231.3% | Added |
| Sterling Capital Management LLC | 391 | $13.5K | 0.00% | +391 | New |
| Millburn Ridgefield Corp | 392 | $13.5K | 0.00% | +49+14.3% | Added |
| Main Street Group, LTD | 392 | $13.5K | 0.01% | +4+1.0% | Added |
| Lindbrook Capital, LLC | 411 | $14.2K | 0.00% | +16+4.1% | Added |
| Aster Capital Management (DIFC) Ltd | 423 | $14.6K | 0.00% | +423 | New |
| Signaturefd, LLC | 456 | $15.7K | 0.00% | +14+3.2% | Added |
| Public Employees Retirement System of Ohio | 465 | $16.0K | 0.00% | −45−8.8% | Reduced |
| Mather Group, LLC. | 473 | $16.3K | 0.00% | −41−8.0% | Reduced |
| Sound Income Strategies, LLC | 495 | $17.1K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 498 | $17.2K | 0.00% | +498 | New |
| Northwestern Mutual Wealth Management Co | 500 | $17.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $17.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 514 | $17.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 515 | $17.8K | 0.00% | +333+183.0% | Added |
| Twin Lakes Capital Management, LLC | 518 | $17.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 682 | $20.2K | 0.00% | +380+125.8% | Added |
| Principal Securities, Inc. | 602 | $20.8K | 0.00% | +286+90.5% | Added |
| Headlands Technologies LLC | 735 | $25.3K | 0.00% | +167+29.4% | Added |
| Truvestments Capital LLC | 843 | $29.1K | 0.01% | −10,930−92.8% | Reduced |
| Farther Finance Advisors, LLC | 912 | $31.4K | 0.00% | +4+0.4% | Added |
| Smartleaf Asset Management LLC | 941 | $32.4K | 0.00% | −1,007−51.7% | Reduced |
| Bogart Wealth, LLC | 976 | $33.6K | 0.00% | +33+3.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,000 | $34.5K | 0.00% | −1,787−64.1% | Reduced |
| DecisionPoint Financial, LLC | 1,000 | $34.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,000 | $34.5K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,042 | $35.9K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,138 | $39.0K | 0.00% | +1,138 | New |
| Westside Investment Management, Inc. | 1,251 | $43.1K | 0.01% | +16+1.3% | Added |
| Point72 Hong Kong Ltd | 1,281 | $44.2K | 0.00% | −1,054−45.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,746 | $60.2K | 0.01% | +1,746 | New |
| Bryn Mawr Trust Co | 2,125 | $73.2K | 0.00% | +2,125 | New |
| Covestor Ltd | 2,232 | $77.0K | 0.05% | +530+31.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,292 | $79.0K | 0.00% | +292+14.6% | Added |
| Proequities, Inc. | 2,383 | $82.1K | 0.00% | −118−4.7% | Reduced |
| Osterweis Capital Management Inc | 2,390 | $82.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $86.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,645 | $91.2K | 0.03% | +3+0.1% | Added |
| Atticus Wealth Management, LLC | 2,669 | $92.0K | 0.03% | +33+1.3% | Added |
| Trust Co of Vermont | 3,100 | $106.9K | 0.01% | +1,600+106.7% | Added |
| KBC Group NV | 3,213 | $111.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,850 | $132.7K | 0.08% | −1,770−31.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,898 | $134.4K | 0.00% | −31,821−89.1% | Reduced |
| Point72 (DIFC) Ltd | 3,976 | $137.0K | 0.01% | +3,970+66,166.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $138.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,170 | $145.0K | 0.01% | −4,180−50.1% | Reduced |
| CWM, LLC | 4,317 | $149.0K | 0.00% | −216−4.8% | Reduced |
| Quadrant Capital Group LLC | 4,521 | $155.8K | 0.01% | −55−1.2% | Reduced |
| GAMMA Investing LLC | 5,256 | $181.2K | 0.02% | +759+16.9% | Added |
| MeadowBrook Investment Advisors LLC | 5,523 | $190.4K | 0.17% | −4,207−43.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,679 | $195.8K | 0.00% | −2,520−30.7% | Reduced |
| Kestra Private Wealth Services, LLC | 5,803 | $200.0K | 0.00% | +5,803 | New |
| LRI Investments, LLC | 7,500 | $206.6K | 0.02% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 6,000 | $206.8K | 0.00% | +6,000 | New |