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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,021 | $207.5K | 0.01% | +75+1.3% | Added |
| Gilman Hill Asset Management, LLC | 6,170 | $212.7K | 0.04% | −2,250−26.7% | Reduced |
| Dana Investment Advisors, Inc. | 6,191 | $213.4K | 0.01% | −270,496−97.8% | Reduced |
| Hartline Investment Corp | 6,253 | $215.5K | 0.03% | +6,253 | New |
| Scientech Research LLC | 6,403 | $220.7K | 0.04% | +6,403 | New |
| Raymond James Trust N.A. | 6,718 | $231.6K | 0.01% | −982−12.8% | Reduced |
| JustInvest LLC | 6,726 | $231.8K | 0.00% | +6,726 | New |
| Pine Haven Investment Counsel, Inc | 6,893 | $237.6K | 0.19% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 6,955 | $239.7K | 0.04% | +81+1.2% | Added |
| Vestmark Advisory Solutions, Inc. | 7,238 | $249.5K | 0.01% | +7,238 | New |
| Xponance, Inc. | 7,369 | $254.0K | 0.00% | +260+3.7% | Added |
| Annex Advisory Services, LLC | 7,441 | $256.5K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,471 | $257.5K | 0.01% | −26,098−77.7% | Reduced |
| Canton Hathaway, LLC | 7,550 | $260.0K | 0.06% | +7,550 | New |
| Mackenzie Financial Corp | 7,655 | $263.9K | 0.00% | +751+10.9% | Added |
| Brown Advisory Inc | 7,664 | $264.2K | 0.00% | −1,133−12.9% | Reduced |
| Spirit of America Management Corp | 7,717 | $266.0K | 0.05% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 7,754 | $266.3K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,850 | $270.6K | 0.02% | +7,850 | New |
| Van Hulzen Asset Management, LLC | 7,855 | $271.0K | 0.02% | +7,855 | New |
| WSFS Capital Management, LLC | 8,000 | $275.8K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 8,103 | $279.3K | 0.11% | +8,103 | New |
| CI Private Wealth, LLC | 8,115 | $279.7K | 0.00% | +8,115 | New |
| First Affirmative Financial Network | 8,129 | $280.2K | 0.15% | +384+5.0% | Added |
| Baldwin Brothers Inc | 8,250 | $284.4K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 8,339 | $287.4K | 0.01% | +7,996+2,331.2% | Added |
| Kovitz Investment Group Partners, LLC | 8,340 | $287.5K | 0.00% | +275+3.4% | Added |
| Schnieders Capital Management LLC | 8,425 | $290.4K | 0.06% | +8,425 | New |
| Annapolis Financial Services, LLC | 8,537 | $294.3K | 0.09% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 8,695 | $300.0K | 0.00% | +8,695 | New |
| RSM US Wealth Management LLC | 9,000 | $300.6K | 0.00% | +1,582+21.3% | Added |
| Veriti Management LLC | 8,797 | $303.2K | 0.02% | +90+1.0% | Added |
| Truist Financial Corp | 8,844 | $304.9K | 0.00% | −7,262−45.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 8,835 | $305.0K | 0.02% | +8,835 | New |
| LGL Partners, LLC | 9,003 | $310.3K | 0.04% | +30.0% | Added |
| Global Retirement Partners, LLC | 9,264 | $319.3K | 0.01% | 00.0% | Unchanged |
| Guidance Capital, Inc | 9,111 | $319.9K | 0.10% | 00.0% | Unchanged |
| AXA S.A. | 9,318 | $321.2K | 0.00% | 00.0% | Unchanged |
| Values Added Financial LLC | 9,469 | $326.4K | 0.21% | +9,469 | New |
| Atria Investments LLC | 9,795 | $337.6K | 0.00% | −90−0.9% | Reduced |
| Resources Management Corp | 9,920 | $342.0K | 0.05% | +50+0.5% | Added |
| Plan Group Financial, LLC | 10,185 | $351.1K | 0.19% | +10,185 | New |
| Yorktown Management & Research Co Inc | 10,200 | $351.6K | 0.36% | +10,200 | New |
| MML Investors Services, LLC | 10,201 | $352.0K | 0.00% | +10,201 | New |
| Prime Capital Investment Advisors, LLC | 10,243 | $353.1K | 0.01% | −697−6.4% | Reduced |
| Seelaus Asset Management LLC | 10,385 | $358.0K | 0.33% | +215+2.1% | Added |
| Public Employees Retirement Association of Colorado | 10,404 | $359.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,442 | $359.9K | 0.00% | −813−7.2% | Reduced |
| Virtu Financial LLC | 10,533 | $363.0K | 0.02% | −2,525−19.3% | Reduced |
| Blair William & Co | 10,997 | $379.1K | 0.00% | +20+0.2% | Added |
| Avantax Advisory Services, Inc. | 11,067 | $381.5K | 0.00% | −339−3.0% | Reduced |
| Ameritas Investment Partners, Inc. | 11,391 | $392.6K | 0.01% | +427+3.9% | Added |
| SG Americas Securities, LLC | 11,522 | $397.0K | 0.00% | +1,384+13.7% | Added |
| Verition Fund Management LLC | 11,733 | $404.4K | 0.00% | +3,384+40.5% | Added |
| CIBC Asset Management Inc | 11,982 | $413.0K | 0.00% | −79−0.7% | Reduced |
| Wedbush Securities Inc | 12,279 | $423.0K | 0.02% | −1,252−9.3% | Reduced |
| Harrington Investments, INC | 12,824 | $442.0K | 0.24% | +500+4.1% | Added |
| Keybank National Association | 13,013 | $448.6K | 0.00% | +100+0.8% | Added |
| Bank of Montreal | 13,189 | $453.7K | 0.00% | +234+1.8% | Added |
| Qube Research & Technologies Ltd | 13,282 | $457.8K | 0.00% | −79,911−85.7% | Reduced |
| American Trust Investment Advisors, LLC | 13,310 | $458.8K | 0.19% | −955−6.7% | Reduced |
| TCW Group Inc | 13,874 | $478.2K | 0.00% | −721−4.9% | Reduced |
| SMH Capital Advisors Inc | 14,043 | $484.1K | 1.50% | +14,043 | New |
| Evergreen Capital Management LLC | 14,130 | $487.1K | 0.02% | +444+3.2% | Added |
| Pictet Asset Management Holding SA | 14,164 | $488.2K | 0.00% | 00.0% | Unchanged |
| Everett Harris & Co | 14,600 | $503.3K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 14,902 | $513.7K | 0.37% | +9,489+175.3% | Added |
| Sit Investment Associates Inc | 14,950 | $515.0K | 0.01% | 00.0% | Unchanged |
| Fca Corp | 15,200 | $523.9K | 0.16% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 15,256 | $526.0K | 0.01% | +2,092+15.9% | Added |
| Everence Capital Management Inc | 15,340 | $529.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 15,902 | $548.1K | 0.00% | +15,902 | New |
| Raymond James Financial Services Advisors, Inc. | 16,141 | $556.4K | 0.00% | −962−5.6% | Reduced |
| Bard Associates Inc | 16,224 | $559.2K | 0.19% | −500−3.0% | Reduced |
| HighTower Advisors, LLC | 17,074 | $592.0K | 0.00% | +3,589+26.6% | Added |
| Mutual of America Capital Management LLC | 17,515 | $603.7K | 0.01% | −1,177−6.3% | Reduced |
| State of Wyoming | 17,923 | $617.8K | 0.09% | +3,303+22.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 18,080 | $623.2K | 0.05% | +18,080 | New |
| Eqis Capital Management, Inc. | 18,284 | $630.3K | 0.05% | −1,236−6.3% | Reduced |
| Mirova | 19,129 | $659.4K | 0.11% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 19,280 | $664.6K | 0.02% | −5,386−21.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,347 | $667.0K | 0.00% | +1,117+6.1% | Added |
| Cetera Investment Advisers | 19,457 | $670.7K | 0.00% | −13,794−41.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,200 | $696.3K | 0.00% | +8,200+68.3% | Added |
| Merit Financial Group, LLC | 20,965 | $722.7K | 0.02% | −412−1.9% | Reduced |
| STRS Ohio | 21,000 | $723.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 21,033 | $724.9K | 0.00% | +1,199+6.0% | Added |
| Beacon Pointe Advisors, LLC | 21,515 | $741.6K | 0.01% | −367−1.7% | Reduced |
| Strong Tower Advisory Services | 21,684 | $747.5K | 0.21% | +937+4.5% | Added |
| Cerity Partners LLC | 21,846 | $753.0K | 0.00% | +4,282+24.4% | Added |
| Maven Securities LTD | 22,000 | $758.3K | 0.09% | +22,000 | New |
| Insight Folios Inc | 22,448 | $773.8K | 0.28% | −66−0.3% | Reduced |
| Susquehanna International Group, LLP | 22,487 | $775.1K | 0.00% | +14,999+200.3% | Added |
| Consolidated Portfolio Review Corp | 22,815 | $786.4K | 0.18% | −554−2.4% | Reduced |
| Kestra Investment Management, LLC | 22,888 | $789.0K | 0.03% | +22,888 | New |
| Advisor Group Holdings, Inc. | 23,282 | $802.7K | 0.00% | −3,249−12.2% | Reduced |
| FIL Ltd | 24,003 | $827.4K | 0.00% | +1,048+4.6% | Added |
| Harbour Capital Advisors, LLC | 23,960 | $828.8K | 0.19% | +10,565+78.9% | Added |
| Dynamic Technology Lab Private Ltd | 24,798 | $855.0K | 0.09% | +24,798 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,892 | $858.0K | 0.01% | +387+1.6% | Added |