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 |
|---|---|---|---|---|---|
| Creative Planning | 15,902 | $548.1K | 0.00% | +15,902 | New |
| Everence Capital Management Inc | 15,340 | $529.0K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 15,256 | $526.0K | 0.01% | +2,092+15.9% | Added |
| Fca Corp | 15,200 | $523.9K | 0.16% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 14,950 | $515.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 14,902 | $513.7K | 0.37% | +9,489+175.3% | Added |
| Everett Harris & Co | 14,600 | $503.3K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 14,164 | $488.2K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 14,130 | $487.1K | 0.02% | +444+3.2% | Added |
| SMH Capital Advisors Inc | 14,043 | $484.1K | 1.50% | +14,043 | New |
| TCW Group Inc | 13,874 | $478.2K | 0.00% | −721−4.9% | Reduced |
| American Trust Investment Advisors, LLC | 13,310 | $458.8K | 0.19% | −955−6.7% | Reduced |
| Qube Research & Technologies Ltd | 13,282 | $457.8K | 0.00% | −79,911−85.7% | Reduced |
| Bank of Montreal | 13,189 | $453.7K | 0.00% | +234+1.8% | Added |
| Keybank National Association | 13,013 | $448.6K | 0.00% | +100+0.8% | Added |
| Harrington Investments, INC | 12,824 | $442.0K | 0.24% | +500+4.1% | Added |
| Wedbush Securities Inc | 12,279 | $423.0K | 0.02% | −1,252−9.3% | Reduced |
| CIBC Asset Management Inc | 11,982 | $413.0K | 0.00% | −79−0.7% | Reduced |
| Verition Fund Management LLC | 11,733 | $404.4K | 0.00% | +3,384+40.5% | Added |
| SG Americas Securities, LLC | 11,522 | $397.0K | 0.00% | +1,384+13.7% | Added |
| Ameritas Investment Partners, Inc. | 11,391 | $392.6K | 0.01% | +427+3.9% | Added |
| Avantax Advisory Services, Inc. | 11,067 | $381.5K | 0.00% | −339−3.0% | Reduced |
| Blair William & Co | 10,997 | $379.1K | 0.00% | +20+0.2% | Added |
| Virtu Financial LLC | 10,533 | $363.0K | 0.02% | −2,525−19.3% | Reduced |
| US Bancorp | 10,442 | $359.9K | 0.00% | −813−7.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,404 | $359.0K | 0.00% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 10,385 | $358.0K | 0.33% | +215+2.1% | Added |
| Prime Capital Investment Advisors, LLC | 10,243 | $353.1K | 0.01% | −697−6.4% | Reduced |
| MML Investors Services, LLC | 10,201 | $352.0K | 0.00% | +10,201 | New |
| Yorktown Management & Research Co Inc | 10,200 | $351.6K | 0.36% | +10,200 | New |
| Plan Group Financial, LLC | 10,185 | $351.1K | 0.19% | +10,185 | New |
| Resources Management Corp | 9,920 | $342.0K | 0.05% | +50+0.5% | Added |
| Atria Investments LLC | 9,795 | $337.6K | 0.00% | −90−0.9% | Reduced |
| Values Added Financial LLC | 9,469 | $326.4K | 0.21% | +9,469 | New |
| AXA S.A. | 9,318 | $321.2K | 0.00% | 00.0% | Unchanged |
| Guidance Capital, Inc | 9,111 | $319.9K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,264 | $319.3K | 0.01% | 00.0% | Unchanged |
| LGL Partners, LLC | 9,003 | $310.3K | 0.04% | +30.0% | Added |
| Reynders McVeigh Capital Management, LLC | 8,835 | $305.0K | 0.02% | +8,835 | New |
| Truist Financial Corp | 8,844 | $304.9K | 0.00% | −7,262−45.1% | Reduced |
| Veriti Management LLC | 8,797 | $303.2K | 0.02% | +90+1.0% | Added |
| RSM US Wealth Management LLC | 9,000 | $300.6K | 0.00% | +1,582+21.3% | Added |
| CIBC World Markets Inc. | 8,695 | $300.0K | 0.00% | +8,695 | New |
| Annapolis Financial Services, LLC | 8,537 | $294.3K | 0.09% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 8,425 | $290.4K | 0.06% | +8,425 | New |
| Kovitz Investment Group Partners, LLC | 8,340 | $287.5K | 0.00% | +275+3.4% | Added |
| Catalyst Capital Advisors LLC | 8,339 | $287.4K | 0.01% | +7,996+2,331.2% | Added |
| Baldwin Brothers Inc | 8,250 | $284.4K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 8,129 | $280.2K | 0.15% | +384+5.0% | Added |
| CI Private Wealth, LLC | 8,115 | $279.7K | 0.00% | +8,115 | New |
| Bridgefront Capital, LLC | 8,103 | $279.3K | 0.11% | +8,103 | New |
| WSFS Capital Management, LLC | 8,000 | $275.8K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 7,855 | $271.0K | 0.02% | +7,855 | New |
| Good Life Advisors, LLC | 7,850 | $270.6K | 0.02% | +7,850 | New |
| Cascade Financial Partners, LLC | 7,754 | $266.3K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,717 | $266.0K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 7,664 | $264.2K | 0.00% | −1,133−12.9% | Reduced |
| Mackenzie Financial Corp | 7,655 | $263.9K | 0.00% | +751+10.9% | Added |
| Canton Hathaway, LLC | 7,550 | $260.0K | 0.06% | +7,550 | New |
| Apollon Wealth Management, LLC | 7,471 | $257.5K | 0.01% | −26,098−77.7% | Reduced |
| Annex Advisory Services, LLC | 7,441 | $256.5K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 7,369 | $254.0K | 0.00% | +260+3.7% | Added |
| Vestmark Advisory Solutions, Inc. | 7,238 | $249.5K | 0.01% | +7,238 | New |
| Ironwood Investment Counsel, LLC | 6,955 | $239.7K | 0.04% | +81+1.2% | Added |
| Pine Haven Investment Counsel, Inc | 6,893 | $237.6K | 0.19% | 00.0% | Unchanged |
| JustInvest LLC | 6,726 | $231.8K | 0.00% | +6,726 | New |
| Raymond James Trust N.A. | 6,718 | $231.6K | 0.01% | −982−12.8% | Reduced |
| Scientech Research LLC | 6,403 | $220.7K | 0.04% | +6,403 | New |
| Hartline Investment Corp | 6,253 | $215.5K | 0.03% | +6,253 | New |
| Dana Investment Advisors, Inc. | 6,191 | $213.4K | 0.01% | −270,496−97.8% | Reduced |
| Gilman Hill Asset Management, LLC | 6,170 | $212.7K | 0.04% | −2,250−26.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,021 | $207.5K | 0.01% | +75+1.3% | Added |
| Burgundy Asset Management Ltd. | 6,000 | $206.8K | 0.00% | +6,000 | New |
| LRI Investments, LLC | 7,500 | $206.6K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,803 | $200.0K | 0.00% | +5,803 | New |
| The PNC Financial Services Group, Inc. | 5,679 | $195.8K | 0.00% | −2,520−30.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,523 | $190.4K | 0.17% | −4,207−43.2% | Reduced |
| GAMMA Investing LLC | 5,256 | $181.2K | 0.02% | +759+16.9% | Added |
| Quadrant Capital Group LLC | 4,521 | $155.8K | 0.01% | −55−1.2% | Reduced |
| CWM, LLC | 4,317 | $149.0K | 0.00% | −216−4.8% | Reduced |
| Smithfield Trust Co | 4,170 | $145.0K | 0.01% | −4,180−50.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $138.0K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 3,976 | $137.0K | 0.01% | +3,970+66,166.7% | Added |
| Tower Research Capital LLC (TRC) | 3,898 | $134.4K | 0.00% | −31,821−89.1% | Reduced |
| AllSquare Wealth Management LLC | 3,850 | $132.7K | 0.08% | −1,770−31.5% | Reduced |
| KBC Group NV | 3,213 | $111.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,100 | $106.9K | 0.01% | +1,600+106.7% | Added |
| Atticus Wealth Management, LLC | 2,669 | $92.0K | 0.03% | +33+1.3% | Added |
| Addison Advisors LLC | 2,645 | $91.2K | 0.03% | +3+0.1% | Added |
| Spire Wealth Management | 2,500 | $86.2K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,390 | $82.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,383 | $82.1K | 0.00% | −118−4.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,292 | $79.0K | 0.00% | +292+14.6% | Added |
| Covestor Ltd | 2,232 | $77.0K | 0.05% | +530+31.1% | Added |
| Bryn Mawr Trust Co | 2,125 | $73.2K | 0.00% | +2,125 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,746 | $60.2K | 0.01% | +1,746 | New |
| Point72 Hong Kong Ltd | 1,281 | $44.2K | 0.00% | −1,054−45.1% | Reduced |
| Westside Investment Management, Inc. | 1,251 | $43.1K | 0.01% | +16+1.3% | Added |
| Acadian Asset Management LLC | 1,138 | $39.0K | 0.00% | +1,138 | New |
| Macroview Investment Management LLC | 1,042 | $35.9K | 0.04% | 00.0% | Unchanged |