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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 361 institutions
Q1 2021: 367 institutionsQ2 2021: 352 institutionsQ3 2021: 365 institutionsQ4 2021: 376 institutionsQ1 2022: 376 institutionsQ2 2022: 354 institutionsQ3 2022: 351 institutionsQ4 2022: 338 institutionsQ1 2023: 326 institutionsQ2 2023: 322 institutionsQ3 2023: 325 institutionsQ4 2023: 344 institutionsQ1 2024: 345 institutionsQ2 2024: 365 institutionsQ3 2024: 372 institutionsQ4 2024: 343 institutionsQ1 2025: 361 institutionsQ2 2025: 352 institutionsQ3 2025: 356 institutionsQ4 2025: 373 institutionsQ1 2026: 387 institutionsQ2 2026: 407 institutions
Value heldQ1 2025: $3.64B
Q1 2021: $3.74BQ2 2021: $3.88BQ3 2021: $3.76BQ4 2021: $3.82BQ1 2022: $3.57BQ2 2022: $2.96BQ3 2022: $2.35BQ4 2022: $2.34BQ1 2023: $2.40BQ2 2023: $2.45BQ3 2023: $2.43BQ4 2023: $3.15BQ1 2024: $3.23BQ2 2024: $3.36BQ3 2024: $3.97BQ4 2024: $3.33BQ1 2025: $3.64BQ2 2025: $3.39BQ3 2025: $3.87BQ4 2025: $3.96BQ1 2026: $4.61BQ2 2026: $5.14B
Institutions holding HASI and their total value by quarter
QuarterHoldersValue
Q2 2026407$5.14B
Q1 2026387$4.61B
Q4 2025373$3.96B
Q3 2025356$3.87B
Q2 2025352$3.39B
Q1 2025361$3.64B
Q4 2024343$3.33B
Q3 2024372$3.97B
Q2 2024365$3.36B
Q1 2024345$3.23B
Q4 2023344$3.15B
Q3 2023325$2.43B
Q2 2023322$2.45B
Q1 2023326$2.40B
Q4 2022338$2.34B
Q3 2022351$2.35B
Q2 2022354$2.96B
Q1 2022376$3.57B
Q4 2021376$3.82B
Q3 2021365$3.76B
Q2 2021352$3.88B
Q1 2021367$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.

Institutions holding HASI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
RSM US Wealth Management LLC7,660$224.0K0.00%+284+3.9%Added
Mackenzie Financial Corp7,673$224.4K0.00%+8+0.1%Added
Spirit of America Management Corp7,717$225.6K0.05%00.0%Unchanged
Cascade Financial Partners, LLC7,754$226.7K0.03%00.0%Unchanged
CIBC World Markets Inc.7,785$227.6K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC7,947$232.4K0.00%−424−5.1%Reduced
Guidance Capital, Inc9,111$233.3K0.07%00.0%Unchanged
WSFS Capital Management, LLC8,000$233.9K0.01%00.0%Unchanged
Guggenheim Capital LLC8,032$234.9K0.00%+8,032New
SG Americas Securities, LLC8,138$238.0K0.00%−1,083−11.7%Reduced
O'Shaughnessy Asset Management, LLC8,164$238.7K0.00%+8,164New
Kovitz Investment Group Partners, LLC8,276$242.0K0.00%−64−0.8%Reduced
CIBC Asset Management Inc8,278$242.0K0.00%−191−2.3%Reduced
Modera Wealth Management, LLC8,844$258.6K0.00%00.0%Unchanged
FFT Wealth Management LLC9,000$263.2K0.06%+9,000New
Holocene Advisors, LP9,037$264.2K0.00%+9,037New
Bayesian Capital Management, LP9,100$266.1K0.04%+9,100New
MeadowBrook Investment Advisors LLC9,450$276.3K0.26%+385+4.2%Added
Xponance, Inc.9,570$279.8K0.00%+571+6.3%Added
Quantinno Capital Management LP9,918$290.0K0.00%+9,918New
Versor Investments LP10,000$292.4K0.05%+10,000New
Kestra Private Wealth Services, LLC10,167$297.3K0.00%−710−6.5%Reduced
Seelaus Asset Management LLC10,385$303.7K0.29%00.0%Unchanged
Public Employees Retirement Association of Colorado10,404$304.0K0.00%00.0%Unchanged
Kestra Investment Management, LLC10,447$305.5K0.01%−8,996−46.3%Reduced
US Bancorp10,503$307.1K0.00%+25+0.2%Added
Winton Group Ltd11,536$337.3K0.02%−14,356−55.4%Reduced
Y-Intercept (Hong Kong) Ltd11,921$348.6K0.02%+11,921New
Ameritas Investment Partners, Inc.12,084$353.3K0.01%00.0%Unchanged
HighTower Advisors, LLC12,403$362.7K0.00%−2,639−17.5%Reduced
Wedbush Securities Inc12,479$365.0K0.01%00.0%Unchanged
AQR Capital Management LLC12,707$371.6K0.00%−31,681−71.4%Reduced
Avantax Advisory Services, Inc.12,788$373.9K0.00%+738+6.1%Added
TCW Group Inc12,914$377.6K0.00%−582−4.3%Reduced
Keybank National Association13,043$381.4K0.00%+29+0.2%Added
American Trust Investment Advisors, LLC13,310$389.2K0.16%00.0%Unchanged
Optimize Financial Inc13,435$392.8K0.15%+3,000+28.7%Added
1620 Investment Advisors, Inc.13,801$403.5K0.31%+43+0.3%Added
SMH Capital Advisors Inc13,838$404.6K0.94%−31−0.2%Reduced
Colorado Capital Management, Inc.13,908$407.0K0.19%−5,226−27.3%Reduced
Harrington Investments, INC13,939$407.6K0.23%−200−1.4%Reduced
Values Added Financial LLC14,182$414.7K0.23%−4,096−22.4%Reduced
Marshall Wace, LLP14,490$423.7K0.00%+14,490New
State of Wyoming14,513$424.4K0.06%−3,210−18.1%Reduced
Evergreen Capital Management LLC14,699$429.8K0.01%+655+4.7%Added
Sit Investment Associates Inc14,950$437.0K0.01%00.0%Unchanged
Fca Corp15,200$444.4K0.14%+15,200New
Bard Associates Inc16,099$470.7K0.18%00.0%Unchanged
Crossmark Global Holdings, Inc.16,358$478.3K0.01%−52−0.3%Reduced
Prime Capital Investment Advisors, LLC16,538$483.6K0.01%+6,113+58.6%Added
Nwam LLC16,753$489.9K0.04%−1,000−5.6%Reduced
Cornerstone Select Advisors, LLC16,844$492.5K0.47%−448−2.6%Reduced
Teacher Retirement System of Texas17,305$506.0K0.00%+17,305New
Mutual of America Capital Management LLC17,323$506.5K0.01%−624−3.5%Reduced
Blair William & Co17,772$519.7K0.00%+3,907+28.2%Added
Plan Group Financial, LLC17,910$523.7K0.19%+7,185+67.0%Added
Kestra Advisory Services, LLC18,593$543.7K0.00%−2,055−10.0%Reduced
Quadrant Capital Group LLC19,017$556.1K0.02%+15,588+454.6%Added
Mirova19,129$559.3K0.10%00.0%Unchanged
Caption Management, LLC19,263$563.3K0.03%−17,237−47.2%Reduced
Cerity Partners LLC19,332$565.3K0.00%+1,497+8.4%Added
Pictet Asset Management Holding SA19,478$569.5K0.00%+3,896+25.0%Added
Beacon Pointe Advisors, LLC19,515$570.6K0.01%00.0%Unchanged
Strong Tower Advisory Services22,473$578.2K0.14%−466−2.0%Reduced
Stance Capital LLC19,949$583.3K0.43%−629−3.1%Reduced
Consolidated Portfolio Review Corp20,091$587.5K0.09%−1,246−5.8%Reduced
HSBC Holdings PLC20,318$594.1K0.00%−26,541−56.6%Reduced
Cambridge Investment Research Advisors, Inc.20,811$609.0K0.00%+1,711+9.0%Added
Eqis Capital Management, Inc.20,984$613.6K0.05%−644−3.0%Reduced
William Blair Investment Management, LLC21,143$618.2K0.00%−9,613−31.3%Reduced
Apollon Wealth Management, LLC21,356$624.4K0.01%+21,356New
Resources Management Corp21,360$625.0K0.09%+12,245+134.3%Added
FIL Ltd21,489$628.3K0.00%+1,557+7.8%Added
STRS Ohio21,700$634.5K0.00%00.0%Unchanged
Bank of Montreal22,232$650.1K0.00%+6,755+43.6%Added
Dynamic Advisor Solutions LLC22,493$657.7K0.02%+181+0.8%Added
KLP Kapitalforvaltning AS22,800$666.7K0.00%00.0%Unchanged
Quantbot Technologies LP23,490$686.8K0.02%+2,104+9.8%Added
Bryce Point Capital, LLC24,194$700.5K0.53%−24,294−50.1%Reduced
Creative Planning24,034$702.8K0.00%+10,714+80.4%Added
Cetera Investment Advisers24,405$713.6K0.00%+2,866+13.3%Added
Everett Harris & Co24,600$719.3K0.01%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey24,994$730.8K0.01%+1,057+4.4%Added
Flputnam Investment Management Co25,246$738.2K0.01%−1,792−6.6%Reduced
State Board of Administration of Florida Retirement System25,576$747.8K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.25,595$748.4K0.01%−773−2.9%Reduced
Hilltop Holdings Inc.25,643$749.8K0.05%+908+3.7%Added
Edentree Asset Management Ltd26,000$760.0K0.26%00.0%Unchanged
CIBC World Markets Corp26,078$762.5K0.01%+15,269+141.3%Added
Van Eck Associates Corp26,230$767.0K0.00%−1,159,135−97.8%Reduced
Mariner, LLC26,936$787.6K0.00%+5,117+23.5%Added
Oregon Public Employees Retirement Fund27,226$796.1K0.02%−684−2.5%Reduced
Weiss Asset Management LP28,251$826.1K0.02%+28,251New
Perigon Wealth Management, LLC28,282$827.0K0.02%−2,079−6.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys28,468$832.4K0.00%+3,174+12.5%Added
Man Group plc29,556$864.2K0.00%+29,556New
Nisa Investment Advisors, LLC29,599$865.5K0.00%−6,609−18.3%Reduced
Virginia Retirement Systems Et Al29,900$874.3K0.01%+29,900New
Gsa Capital Partners LLP30,079$880.0K0.08%+30,079New
Schonfeld Strategic Advisors LLC30,765$899.6K0.01%+30,765New