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, Q4 2024
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Dec 31, 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
- 343
- −22 vs. Q3 2024
- Shares held
- 124.1M
- +8.61M (+7.5%) vs. Q3 2024
- Total value
- $3.33B
- −$630.0M (−15.9%) vs. Q3 2024
- New holders
- 43
- 147 more added
- Sold out
- 65
- 113 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $27 | 0.00% | −252−99.6% | Reduced |
| CoreCap Advisors, LLC | 9 | $241 | 0.00% | +1+12.5% | Added |
| Abound Wealth Management | 10 | $269 | 0.00% | +2+25.0% | Added |
| Huntington National Bank | 11 | $295 | 0.00% | +3+37.5% | Added |
| Parkside Financial Bank & Trust | 14 | $376 | 0.00% | −1−6.7% | Reduced |
| Whipplewood Advisors, LLC | 23 | $617 | 0.00% | +23 | New |
| Cape Investment Advisory, Inc. | 34 | $912 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 42 | $1.13K | 0.00% | +42 | New |
| GWM Advisors LLC | 46 | $1.24K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 47 | $1.26K | 0.00% | +47 | New |
| TD Waterhouse Canada Inc. | 57 | $1.53K | 0.00% | −21−26.9% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $1.74K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 65 | $1.75K | 0.00% | −26−28.6% | Reduced |
| Danske Bank A/S | 100 | $2.68K | 0.00% | −39,546−99.7% | Reduced |
| IFP Advisors, Inc | 102 | $2.74K | 0.00% | −98−49.0% | Reduced |
| LGT Financial Advisors LLC | 110 | $2.95K | 0.01% | +110 | New |
| Bell Investment Advisors, Inc | 114 | $3.06K | 0.00% | +16+16.3% | Added |
| Future Financial Wealth Managment LLC | 115 | $3.08K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 118 | $3.17K | 0.00% | −13−9.9% | Reduced |
| Versant Capital Management, Inc | 119 | $3.19K | 0.00% | −396−76.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 120 | $3.22K | 0.00% | +120 | New |
| SRS Capital Advisors, Inc. | 133 | $3.57K | 0.00% | +41+44.6% | Added |
| Cherry Tree Wealth Management, LLC | 151 | $4.05K | 0.00% | −36−19.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 154 | $4.13K | 0.00% | +154 | New |
| Pflug Koory, LLC | 160 | $4.29K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 161 | $4.32K | 0.00% | +161 | New |
| Cullen/Frost Bankers, Inc. | 165 | $4.43K | 0.00% | +165 | New |
| Larson Financial Group LLC | 167 | $4.48K | 0.00% | +2+1.2% | Added |
| Harbour Investments, Inc. | 182 | $4.88K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 184 | $5.01K | 0.00% | +18+10.8% | Added |
| Hilltop National Bank | 200 | $5.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 200 | $5.37K | 0.00% | +200 | New |
| Umb Bank N A | 211 | $5.66K | 0.00% | −46−17.9% | Reduced |
| JNBA Financial Advisors | 217 | $5.82K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 220 | $5.90K | 0.00% | +179+436.6% | Added |
| Hanson & Doremus Investment Management | 220 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 240 | $6.44K | 0.00% | +240 | New |
| First Pacific Financial | 240 | $6.44K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $8.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 340 | $9.12K | 0.00% | −71−17.3% | Reduced |
| Jones Financial Companies LLLP | 353 | $9.47K | 0.00% | +276+358.4% | Added |
| Ronald Blue Trust, Inc. | 363 | $9.74K | 0.00% | −319−46.8% | Reduced |
| Clearstead Advisors, LLC | 373 | $10.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 387 | $10.4K | 0.00% | +183+89.7% | Added |
| Fifth Third Bancorp | 423 | $11.3K | 0.00% | +93+28.2% | Added |
| Public Employees Retirement System of Ohio | 468 | $12.6K | 0.00% | +3+0.6% | Added |
| Mather Group, LLC. | 473 | $12.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 500 | $13.4K | 0.00% | +500 | New |
| Twin Lakes Capital Management, LLC | 518 | $13.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 522 | $14.0K | 0.00% | +8+1.6% | Added |
| Sound Income Strategies, LLC | 550 | $14.8K | 0.00% | +55+11.1% | Added |
| Principal Securities, Inc. | 601 | $16.1K | 0.00% | −1−0.2% | Reduced |
| MAI Capital Management | 656 | $17.6K | 0.00% | +656 | New |
| Signaturefd, LLC | 684 | $18.4K | 0.00% | +228+50.0% | Added |
| Bessemer Group Inc | 774 | $21.0K | 0.00% | +459+145.7% | Added |
| Farther Finance Advisors, LLC | 784 | $21.0K | 0.00% | −128−14.0% | Reduced |
| Global Retirement Partners, LLC | 840 | $22.5K | 0.00% | −8,424−90.9% | Reduced |
| Bogart Wealth, LLC | 875 | $23.5K | 0.00% | −101−10.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 877 | $23.5K | 0.00% | +377+75.4% | Added |
| St Germain D J Co Inc | 900 | $24.1K | 0.00% | +900 | New |
| Zions Bancorporation, N.A. | 1,000 | $26.8K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $26.8K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,000 | $26.8K | 0.02% | +1,000 | New |
| Caitong International Asset Management Co., Ltd | 1,070 | $28.7K | 0.03% | +1,070 | New |
| Smartleaf Asset Management LLC | 1,380 | $36.9K | 0.00% | +439+46.7% | Added |
| Trust Co of Vermont | 1,500 | $40.2K | 0.00% | −1,600−51.6% | Reduced |
| Roxbury Financial LLC | 1,435 | $45.0K | 0.04% | +1,435 | New |
| Allworth Financial LP | 1,709 | $46.2K | 0.00% | +1,584+1,267.2% | Added |
| Millstone Evans Group, LLC | 1,750 | $47.0K | 0.03% | +1,750 | New |
| Bryn Mawr Trust Co | 2,125 | $57.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,369 | $64.0K | 0.04% | +137+6.1% | Added |
| Osterweis Capital Management Inc | 2,390 | $64.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,383 | $64.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,440 | $65.0K | 0.00% | −1,730−41.5% | Reduced |
| Spire Wealth Management | 2,500 | $67.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,645 | $71.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,700 | $72.4K | 0.02% | +31+1.2% | Added |
| Quadrant Capital Group LLC | 3,429 | $92.0K | 0.01% | −1,092−24.2% | Reduced |
| Sterling Capital Management LLC | 3,640 | $97.7K | 0.00% | +3,249+830.9% | Added |
| CWM, LLC | 3,668 | $98.0K | 0.00% | −649−15.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,443 | $119.2K | 0.01% | −813−15.5% | Reduced |
| KBC Group NV | 5,399 | $145.0K | 0.00% | +2,186+68.0% | Added |
| Lazard Asset Management LLC | 5,697 | $152.0K | 0.00% | +5,697 | New |
| Van Hulzen Asset Management, LLC | 5,905 | $158.4K | 0.01% | −1,950−24.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,091 | $163.4K | 0.01% | +70+1.2% | Added |
| The PNC Financial Services Group, Inc. | 6,625 | $177.7K | 0.00% | +946+16.7% | Added |
| Steward Partners Investment Advisory, LLC | 7,245 | $194.4K | 0.00% | +4,953+216.1% | Added |
| RSM US Wealth Management LLC | 7,376 | $200.0K | 0.00% | −1,624−18.0% | Reduced |
| Tower Research Capital LLC (TRC) | 7,594 | $203.7K | 0.00% | +3,696+94.8% | Added |
| Mackenzie Financial Corp | 7,665 | $205.7K | 0.00% | +10+0.1% | Added |
| Spirit of America Management Corp | 7,717 | $207.0K | 0.04% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 7,754 | $208.0K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,785 | $209.0K | 0.00% | −910−10.5% | Reduced |
| WSFS Capital Management, LLC | 8,000 | $214.6K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8,340 | $223.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 8,371 | $224.6K | 0.00% | +32+0.4% | Added |
| CIBC Asset Management Inc | 8,469 | $227.2K | 0.00% | −3,513−29.3% | Reduced |
| First Affirmative Financial Network | 8,482 | $227.6K | 0.13% | +353+4.3% | Added |