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 |
|---|---|---|---|---|---|
| Cornerstone Select Advisors, LLC | 17,292 | $463.9K | 0.45% | +17,292 | New |
| Crossmark Global Holdings, Inc. | 16,410 | $441.0K | 0.01% | +1,154+7.6% | Added |
| Bard Associates Inc | 16,099 | $438.2K | 0.15% | −125−0.8% | Reduced |
| Pictet Asset Management Holding SA | 15,582 | $418.1K | 0.00% | +1,418+10.0% | Added |
| Bank of Montreal | 15,477 | $415.2K | 0.00% | +2,288+17.3% | Added |
| HighTower Advisors, LLC | 15,042 | $403.6K | 0.00% | −2,032−11.9% | Reduced |
| Sit Investment Associates Inc | 14,950 | $401.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 14,044 | $382.6K | 0.01% | −86−0.6% | Reduced |
| Harrington Investments, INC | 14,139 | $379.3K | 0.21% | +1,315+10.3% | Added |
| SMH Capital Advisors Inc | 13,869 | $372.1K | 0.90% | −174−1.2% | Reduced |
| Blair William & Co | 13,865 | $372.0K | 0.00% | +2,868+26.1% | Added |
| 1620 Investment Advisors, Inc. | 13,758 | $369.1K | 0.28% | −1,144−7.7% | Reduced |
| TCW Group Inc | 13,496 | $362.1K | 0.00% | −378−2.7% | Reduced |
| Creative Planning | 13,320 | $357.4K | 0.00% | −2,582−16.2% | Reduced |
| American Trust Investment Advisors, LLC | 13,310 | $357.1K | 0.15% | 00.0% | Unchanged |
| Keybank National Association | 13,014 | $349.2K | 0.00% | +10.0% | Added |
| Wedbush Securities Inc | 12,479 | $335.0K | 0.01% | +200+1.6% | Added |
| Crestline Management, LP | 12,345 | $331.2K | 0.01% | +12,345 | New |
| Ameritas Investment Partners, Inc. | 12,084 | $324.2K | 0.01% | +693+6.1% | Added |
| Avantax Advisory Services, Inc. | 12,050 | $323.3K | 0.00% | +983+8.9% | Added |
| Kestra Private Wealth Services, LLC | 10,877 | $291.8K | 0.00% | +5,074+87.4% | Added |
| CIBC World Markets Corp | 10,809 | $290.0K | 0.00% | +10,809 | New |
| Plan Group Financial, LLC | 10,725 | $287.7K | 0.15% | +540+5.3% | Added |
| US Bancorp | 10,478 | $281.1K | 0.00% | +36+0.3% | Added |
| Optimize Financial Inc | 10,435 | $280.0K | 0.21% | +10,435 | New |
| Prime Capital Investment Advisors, LLC | 10,425 | $279.7K | 0.00% | +182+1.8% | Added |
| Public Employees Retirement Association of Colorado | 10,404 | $279.0K | 0.00% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 10,385 | $278.6K | 0.25% | 00.0% | Unchanged |
| Atria Investments LLC | 10,376 | $278.4K | 0.00% | +581+5.9% | Added |
| Union Bancaire Privee, UBP SA | 10,844 | $278.1K | 0.00% | +10,844 | New |
| Maven Securities LTD | 10,000 | $268.3K | 0.04% | −12,000−54.5% | Reduced |
| Freestone Grove Partners LP | 9,908 | $265.8K | 0.00% | +9,908 | New |
| Bridgefront Capital, LLC | 9,417 | $252.7K | 0.09% | +1,314+16.2% | Added |
| Truist Financial Corp | 9,293 | $249.3K | 0.00% | +449+5.1% | Added |
| Guidance Capital, Inc | 9,111 | $248.9K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,221 | $247.0K | 0.00% | −2,301−20.0% | Reduced |
| Resources Management Corp | 9,115 | $245.0K | 0.03% | −805−8.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 9,065 | $243.2K | 0.22% | +3,542+64.1% | Added |
| LGL Partners, LLC | 9,001 | $241.5K | 0.04% | −20.0% | Reduced |
| Xponance, Inc. | 8,999 | $241.4K | 0.00% | +1,630+22.1% | Added |
| Modera Wealth Management, LLC | 8,844 | $237.3K | 0.00% | +8,844 | New |
| Reynders McVeigh Capital Management, LLC | 8,836 | $237.0K | 0.01% | +10.0% | Added |
| First Affirmative Financial Network | 8,482 | $227.6K | 0.13% | +353+4.3% | Added |
| CIBC Asset Management Inc | 8,469 | $227.2K | 0.00% | −3,513−29.3% | Reduced |
| Catalyst Capital Advisors LLC | 8,371 | $224.6K | 0.00% | +32+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 8,340 | $223.8K | 0.00% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 8,000 | $214.6K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,785 | $209.0K | 0.00% | −910−10.5% | Reduced |
| Cascade Financial Partners, LLC | 7,754 | $208.0K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,717 | $207.0K | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,665 | $205.7K | 0.00% | +10+0.1% | Added |
| Tower Research Capital LLC (TRC) | 7,594 | $203.7K | 0.00% | +3,696+94.8% | Added |
| RSM US Wealth Management LLC | 7,376 | $200.0K | 0.00% | −1,624−18.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,245 | $194.4K | 0.00% | +4,953+216.1% | Added |
| The PNC Financial Services Group, Inc. | 6,625 | $177.7K | 0.00% | +946+16.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,091 | $163.4K | 0.01% | +70+1.2% | Added |
| Van Hulzen Asset Management, LLC | 5,905 | $158.4K | 0.01% | −1,950−24.8% | Reduced |
| Lazard Asset Management LLC | 5,697 | $152.0K | 0.00% | +5,697 | New |
| KBC Group NV | 5,399 | $145.0K | 0.00% | +2,186+68.0% | Added |
| GAMMA Investing LLC | 4,443 | $119.2K | 0.01% | −813−15.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,668 | $98.0K | 0.00% | −649−15.0% | Reduced |
| Sterling Capital Management LLC | 3,640 | $97.7K | 0.00% | +3,249+830.9% | Added |
| Quadrant Capital Group LLC | 3,429 | $92.0K | 0.01% | −1,092−24.2% | Reduced |
| Atticus Wealth Management, LLC | 2,700 | $72.4K | 0.02% | +31+1.2% | Added |
| Addison Advisors LLC | 2,645 | $71.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $67.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,440 | $65.0K | 0.00% | −1,730−41.5% | Reduced |
| Proequities, Inc. | 2,383 | $64.5K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,390 | $64.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,369 | $64.0K | 0.04% | +137+6.1% | Added |
| Bryn Mawr Trust Co | 2,125 | $57.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,750 | $47.0K | 0.03% | +1,750 | New |
| Allworth Financial LP | 1,709 | $46.2K | 0.00% | +1,584+1,267.2% | Added |
| Roxbury Financial LLC | 1,435 | $45.0K | 0.04% | +1,435 | New |
| Trust Co of Vermont | 1,500 | $40.2K | 0.00% | −1,600−51.6% | Reduced |
| Smartleaf Asset Management LLC | 1,380 | $36.9K | 0.00% | +439+46.7% | Added |
| Caitong International Asset Management Co., Ltd | 1,070 | $28.7K | 0.03% | +1,070 | 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 |
| St Germain D J Co Inc | 900 | $24.1K | 0.00% | +900 | New |
| Northwestern Mutual Wealth Management Co | 877 | $23.5K | 0.00% | +377+75.4% | Added |
| Bogart Wealth, LLC | 875 | $23.5K | 0.00% | −101−10.3% | Reduced |
| Global Retirement Partners, LLC | 840 | $22.5K | 0.00% | −8,424−90.9% | Reduced |
| Farther Finance Advisors, LLC | 784 | $21.0K | 0.00% | −128−14.0% | Reduced |
| Bessemer Group Inc | 774 | $21.0K | 0.00% | +459+145.7% | Added |
| Signaturefd, LLC | 684 | $18.4K | 0.00% | +228+50.0% | Added |
| MAI Capital Management | 656 | $17.6K | 0.00% | +656 | New |
| Principal Securities, Inc. | 601 | $16.1K | 0.00% | −1−0.2% | Reduced |
| Sound Income Strategies, LLC | 550 | $14.8K | 0.00% | +55+11.1% | Added |
| EverSource Wealth Advisors, LLC | 522 | $14.0K | 0.00% | +8+1.6% | Added |
| Twin Lakes Capital Management, LLC | 518 | $13.9K | 0.01% | 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 |
| Mather Group, LLC. | 473 | $12.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 468 | $12.6K | 0.00% | +3+0.6% | Added |
| Fifth Third Bancorp | 423 | $11.3K | 0.00% | +93+28.2% | Added |
| National Bank of Canada | 387 | $10.4K | 0.00% | +183+89.7% | Added |
| Clearstead Advisors, LLC | 373 | $10.0K | 0.00% | 00.0% | Unchanged |