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 |
|---|---|---|---|---|---|
| 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 |
| Bogart Wealth, LLC | 976 | $33.6K | 0.00% | +33+3.5% | Added |
| Smartleaf Asset Management LLC | 941 | $32.4K | 0.00% | −1,007−51.7% | Reduced |
| Farther Finance Advisors, LLC | 912 | $31.4K | 0.00% | +4+0.4% | Added |
| Truvestments Capital LLC | 843 | $29.1K | 0.01% | −10,930−92.8% | Reduced |
| Headlands Technologies LLC | 735 | $25.3K | 0.00% | +167+29.4% | Added |
| Principal Securities, Inc. | 602 | $20.8K | 0.00% | +286+90.5% | Added |
| Ronald Blue Trust, Inc. | 682 | $20.2K | 0.00% | +380+125.8% | Added |
| Twin Lakes Capital Management, LLC | 518 | $17.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 515 | $17.8K | 0.00% | +333+183.0% | Added |
| EverSource Wealth Advisors, LLC | 514 | $17.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Reuter James Wealth Management, LLC | 498 | $17.2K | 0.00% | +498 | New |
| Sound Income Strategies, LLC | 495 | $17.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 473 | $16.3K | 0.00% | −41−8.0% | Reduced |
| Public Employees Retirement System of Ohio | 465 | $16.0K | 0.00% | −45−8.8% | Reduced |
| Signaturefd, LLC | 456 | $15.7K | 0.00% | +14+3.2% | Added |
| Aster Capital Management (DIFC) Ltd | 423 | $14.6K | 0.00% | +423 | New |
| Lindbrook Capital, LLC | 411 | $14.2K | 0.00% | +16+4.1% | Added |
| Main Street Group, LTD | 392 | $13.5K | 0.01% | +4+1.0% | Added |
| Millburn Ridgefield Corp | 392 | $13.5K | 0.00% | +49+14.3% | Added |
| Sterling Capital Management LLC | 391 | $13.5K | 0.00% | +391 | New |
| Clearstead Advisors, LLC | 373 | $12.9K | 0.00% | +357+2,231.3% | Added |
| Fifth Third Bancorp | 330 | $11.4K | 0.00% | +70+26.9% | Added |
| Bessemer Group Inc | 315 | $11.0K | 0.00% | +181+135.1% | Added |
| Brown Brothers Harriman & Co | 317 | $10.9K | 0.00% | +317 | New |
| Heritage Wealth Advisors | 300 | $10.3K | 0.00% | +300 | New |
| Umb Bank N A | 257 | $8.86K | 0.00% | +132+105.6% | Added |
| Manchester Capital Management LLC | 253 | $8.72K | 0.00% | +252+25,200.0% | Added |
| First Pacific Financial | 240 | $8.27K | 0.00% | −240−50.0% | Reduced |
| Hanson & Doremus Investment Management | 220 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 224 | $7.72K | 0.00% | +199+796.0% | Added |
| JNBA Financial Advisors | 217 | $7.48K | 0.00% | +217 | New |
| National Bank of Canada | 204 | $7.03K | 0.00% | −1,114−84.5% | Reduced |
| Hilltop National Bank | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $6.89K | 0.00% | +200 | New |
| Cherry Tree Wealth Management, LLC | 187 | $6.45K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 182 | $6.27K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $6.10K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 166 | $5.72K | 0.00% | −95−36.4% | Reduced |
| Larson Financial Group LLC | 165 | $5.69K | 0.00% | +2+1.2% | Added |
| Oakworth Capital, Inc. | 164 | $5.65K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 160 | $5.51K | 0.00% | +160 | New |
| Jaffetilchin Investment Partners, LLC | 158 | $5.45K | 0.00% | +158 | New |
| Financial Avengers, Inc. | 150 | $5.17K | 0.00% | +150 | New |
| GeoWealth Management, LLC | 131 | $4.52K | 0.00% | +131 | New |
| Allworth Financial LP | 125 | $4.31K | 0.00% | −19−13.2% | Reduced |
| Future Financial Wealth Managment LLC | 115 | $3.96K | 0.00% | +115 | New |
| Bell Investment Advisors, Inc | 98 | $3.38K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 98 | $3.38K | 0.00% | +98 | New |
| SRS Capital Advisors, Inc. | 92 | $3.17K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 91 | $3.14K | 0.00% | +26+40.0% | Added |
| Jones Financial Companies LLLP | 77 | $2.65K | 0.00% | +77 | New |
| TD Waterhouse Canada Inc. | 78 | $2.60K | 0.00% | −31−28.4% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $2.24K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 60 | $2.07K | 0.00% | +60 | New |
| GWM Advisors LLC | 46 | $1.60K | 0.00% | −172−78.9% | Reduced |
| Albion Financial Group | 45 | $1.55K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $1.41K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 45 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $821 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 22 | $758 | 0.00% | +22 | New |
| Parkside Financial Bank & Trust | 15 | $518 | 0.00% | +1+7.1% | Added |
| ClariVest Asset Management LLC | 13 | $385 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 9 | $311 | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 8 | $276 | 0.00% | −492−98.4% | Reduced |
| Abound Wealth Management | 8 | $276 | 0.00% | −2−20.0% | Reduced |
| Huntington National Bank | 8 | $275 | 0.00% | −1−11.1% | Reduced |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −633,736−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −183,305−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −114,481−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −46,684−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −43,978−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −43,419−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −37,827−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −37,222−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −32,218−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,514−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −25,468−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −25,356−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −21,026−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,030−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,326−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −11,581−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −12,135−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,417−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −8,082−100.0% | Sold out |
| 1858 Wealth Management, LLC | 0 | $0 | 0.00% | −7,012−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −6,982−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −6,865−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,125−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |