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, Q1 2025
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Mar 31, 2025. 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
- 361
- +23 vs. Q4 2024
- Shares held
- 124.6M
- +4.31M (+3.6%) vs. Q4 2024
- Total value
- $3.64B
- +$410.5M (+12.7%) vs. Q4 2024
- New holders
- 57
- 117 more added
- Sold out
- 34
- 125 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $88 | 0.00% | +3 | New |
| Abound Wealth Management | 8 | $234 | 0.00% | −2−20.0% | Reduced |
| Huntington National Bank | 11 | $321 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $527 | 0.00% | +18 | New |
| Caitong International Asset Management Co., Ltd | 19 | $556 | 0.00% | −1,051−98.2% | Reduced |
| Whipplewood Advisors, LLC | 66 | $673 | 0.00% | +43+187.0% | Added |
| Headlands Technologies LLC | 27 | $789 | 0.00% | +27 | New |
| CoreCap Advisors, LLC | 31 | $906 | 0.00% | +22+244.4% | Added |
| Cape Investment Advisory, Inc. | 34 | $994 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 38 | $1.00K | 0.00% | +38 | New |
| Bernard Wealth Management Corp. | 42 | $1.23K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 46 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 59 | $1.73K | 0.00% | +59 | New |
| Farmers & Merchants Investments Inc | 65 | $1.90K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 115 | $3.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 120 | $3.51K | 0.00% | −100−45.5% | Reduced |
| Boston Private Wealth LLC | 131 | $3.83K | 0.00% | +131 | New |
| Bell Investment Advisors, Inc | 132 | $3.86K | 0.00% | +18+15.8% | Added |
| 1 North Wealth Services LLC | 135 | $3.96K | 0.00% | +135 | New |
| Assetmark, Inc | 138 | $4.04K | 0.00% | +91+193.6% | Added |
| Cherry Tree Wealth Management, LLC | 151 | $4.42K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $4.50K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 160 | $4.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 182 | $5.32K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 196 | $5.73K | 0.00% | +196 | New |
| UMA Financial Services, Inc. | 200 | $5.85K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $5.85K | 0.00% | +200 | New |
| Safe Harbor Fiduciary, LLC | 214 | $6.26K | 0.01% | +214 | New |
| SRS Capital Advisors, Inc. | 214 | $6.26K | 0.00% | +81+60.9% | Added |
| JNBA Financial Advisors | 217 | $6.35K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 240 | $7.02K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 240 | $7.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 263 | $7.70K | 0.00% | +96+57.5% | Added |
| Heritage Wealth Advisors | 300 | $8.77K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 300 | $8.77K | 0.00% | +300 | New |
| Ameriflex Group, Inc. | 300 | $8.77K | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 300 | $8.77K | 0.00% | +286+2,042.9% | Added |
| Umb Bank N A | 312 | $9.12K | 0.00% | +101+47.9% | Added |
| Rossby Financial, LCC | 372 | $9.33K | 0.00% | +372 | New |
| Point72 Hong Kong Ltd | 338 | $9.88K | 0.00% | +338 | New |
| Lindbrook Capital, LLC | 343 | $10.0K | 0.00% | +3+0.9% | Added |
| Ronald Blue Trust, Inc. | 363 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 399 | $11.7K | 0.00% | −151−27.5% | Reduced |
| Costello Asset Management, INC | 400 | $11.7K | 0.00% | +400 | New |
| TFC Financial Management | 424 | $12.4K | 0.00% | +424 | New |
| Fifth Third Bancorp | 425 | $12.4K | 0.00% | +2+0.5% | Added |
| Mather Group, LLC. | 473 | $13.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 502 | $14.7K | 0.00% | +34+7.3% | Added |
| Twin Lakes Capital Management, LLC | 518 | $15.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 601 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 577 | $17.0K | 0.00% | −197−25.5% | Reduced |
| J.Safra Asset Management Corp | 583 | $17.0K | 0.00% | +583 | New |
| EverSource Wealth Advisors, LLC | 585 | $17.1K | 0.00% | +63+12.1% | Added |
| Federation des caisses Desjardins du Quebec | 600 | $17.5K | 0.00% | +100+20.0% | Added |
| Versant Capital Management, Inc | 629 | $18.4K | 0.00% | +510+428.6% | Added |
| MAI Capital Management | 693 | $20.3K | 0.00% | +37+5.6% | Added |
| Farther Finance Advisors, LLC | 801 | $23.3K | 0.00% | +17+2.2% | Added |
| Bogart Wealth, LLC | 875 | $25.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 932 | $27.3K | 0.00% | +55+6.3% | Added |
| DecisionPoint Financial, LLC | 1,000 | $29.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,000 | $29.2K | 0.00% | +1,000 | New |
| Aster Capital Management (DIFC) Ltd | 1,136 | $32.6K | 0.01% | +1,136 | New |
| Clearstead Advisors, LLC | 1,174 | $34.3K | 0.00% | +801+214.7% | Added |
| Signaturefd, LLC | 1,179 | $34.5K | 0.00% | +495+72.4% | Added |
| Garde Capital, Inc. | 1,200 | $35.1K | 0.00% | +1,200 | New |
| Jones Financial Companies LLLP | 1,219 | $35.9K | 0.00% | +866+245.3% | Added |
| Trust Co of Vermont | 1,500 | $43.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,776 | $44.0K | 0.00% | +67+3.9% | Added |
| Millstone Evans Group, LLC | 1,813 | $53.0K | 0.04% | +63+3.6% | Added |
| Sterling Capital Management LLC | 2,028 | $59.3K | 0.00% | −1,612−44.3% | Reduced |
| Cheviot Value Management, LLC | 2,411 | $61.3K | 0.01% | +2,411 | New |
| Bryn Mawr Trust Co | 2,125 | $62.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,159 | $63.2K | 0.00% | +2,094+3,221.5% | Added |
| Osterweis Capital Management Inc | 2,390 | $69.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,379 | $70.0K | 0.05% | +10+0.4% | Added |
| Smithfield Trust Co | 2,440 | $71.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $73.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,648 | $77.4K | 0.02% | +3+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,697 | $79.0K | 0.00% | +2,697 | New |
| Smartleaf Asset Management LLC | 2,690 | $79.2K | 0.01% | +1,310+94.9% | Added |
| Atticus Wealth Management, LLC | 2,742 | $80.2K | 0.03% | +42+1.6% | Added |
| Tower Research Capital LLC (TRC) | 2,821 | $82.5K | 0.00% | −4,773−62.9% | Reduced |
| Point72 (DIFC) Ltd | 3,420 | $100.0K | 0.01% | +3,420 | New |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $117.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 4,051 | $118.0K | 0.00% | +383+10.4% | Added |
| Coldstream Capital Management Inc | 4,120 | $120.5K | 0.00% | +4,120 | New |
| TD Waterhouse Canada Inc. | 4,346 | $125.9K | 0.00% | +4,289+7,524.6% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $146.2K | 0.00% | +5,000 | New |
| KBC Group NV | 5,532 | $162.0K | 0.00% | +133+2.5% | Added |
| GAMMA Investing LLC | 5,843 | $170.8K | 0.01% | +1,400+31.5% | Added |
| Quest Partners LLC | 6,399 | $187.1K | 0.02% | +6,399 | New |
| The PNC Financial Services Group, Inc. | 6,921 | $202.4K | 0.00% | +296+4.5% | Added |
| Ieq Capital, LLC | 6,923 | $202.4K | 0.00% | +6,923 | New |
| Steward Partners Investment Advisory, LLC | 7,244 | $211.8K | 0.00% | −10.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,343 | $214.7K | 0.18% | +7,343 | New |
| Vestmark Advisory Solutions, Inc. | 7,363 | $215.3K | 0.01% | +7,363 | New |
| Annex Advisory Services, LLC | 7,441 | $217.6K | 0.01% | +7,441 | New |
| United Services Automobile Association | 7,524 | $221.5K | 0.01% | +7,524 | New |