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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 363 | $9.74K | 0.00% | −319−46.8% | Reduced |
| Jones Financial Companies LLLP | 353 | $9.47K | 0.00% | +276+358.4% | Added |
| Lindbrook Capital, LLC | 340 | $9.12K | 0.00% | −71−17.3% | Reduced |
| Heritage Wealth Advisors | 300 | $8.05K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 240 | $6.44K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 240 | $6.44K | 0.00% | +240 | New |
| Hanson & Doremus Investment Management | 220 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 220 | $5.90K | 0.00% | +179+436.6% | Added |
| JNBA Financial Advisors | 217 | $5.82K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 211 | $5.66K | 0.00% | −46−17.9% | Reduced |
| Hilltop National Bank | 200 | $5.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 200 | $5.37K | 0.00% | +200 | New |
| Eagle Bay Advisors LLC | 184 | $5.01K | 0.00% | +18+10.8% | Added |
| Harbour Investments, Inc. | 182 | $4.88K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 167 | $4.48K | 0.00% | +2+1.2% | Added |
| Cullen/Frost Bankers, Inc. | 165 | $4.43K | 0.00% | +165 | New |
| Elequin Capital LP | 161 | $4.32K | 0.00% | +161 | New |
| Pflug Koory, LLC | 160 | $4.29K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $4.13K | 0.00% | +154 | New |
| Cherry Tree Wealth Management, LLC | 151 | $4.05K | 0.00% | −36−19.3% | Reduced |
| SRS Capital Advisors, Inc. | 133 | $3.57K | 0.00% | +41+44.6% | Added |
| Parallax Volatility Advisers, L.P. | 120 | $3.22K | 0.00% | +120 | New |
| Versant Capital Management, Inc | 119 | $3.19K | 0.00% | −396−76.9% | Reduced |
| GeoWealth Management, LLC | 118 | $3.17K | 0.00% | −13−9.9% | Reduced |
| Future Financial Wealth Managment LLC | 115 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $3.06K | 0.00% | +16+16.3% | Added |
| LGT Financial Advisors LLC | 110 | $2.95K | 0.01% | +110 | New |
| IFP Advisors, Inc | 102 | $2.74K | 0.00% | −98−49.0% | Reduced |
| Danske Bank A/S | 100 | $2.68K | 0.00% | −39,546−99.7% | Reduced |
| Parallel Advisors, LLC | 65 | $1.75K | 0.00% | −26−28.6% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $1.74K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 57 | $1.53K | 0.00% | −21−26.9% | Reduced |
| Assetmark, Inc | 47 | $1.26K | 0.00% | +47 | New |
| GWM Advisors LLC | 46 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 42 | $1.13K | 0.00% | +42 | New |
| Cape Investment Advisory, Inc. | 34 | $912 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 23 | $617 | 0.00% | +23 | New |
| Parkside Financial Bank & Trust | 14 | $376 | 0.00% | −1−6.7% | Reduced |
| Huntington National Bank | 11 | $295 | 0.00% | +3+37.5% | Added |
| Abound Wealth Management | 10 | $269 | 0.00% | +2+25.0% | Added |
| CoreCap Advisors, LLC | 9 | $241 | 0.00% | +1+12.5% | Added |
| Manchester Capital Management LLC | 1 | $27 | 0.00% | −252−99.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −488,934−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −236,489−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −162,916−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −146,041−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −134,026−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −120,286−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −127,367−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −106,300−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −77,755−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −64,141−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,798−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −23,960−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −20,965−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −15,340−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,282−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,533−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,201−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −9,318−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −8,797−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −8,115−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −7,850−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −7,664−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −7,471−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −7,441−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −7,238−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −6,955−100.0% | Sold out |
| Pine Haven Investment Counsel, Inc | 0 | $0 | 0.00% | −6,893−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −6,726−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,403−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −6,253−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −6,191−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
| Burgundy Asset Management Ltd. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,976−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −164−100.0% | Sold out |