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, Q2 2025
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Jun 30, 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
- 352
- −7 vs. Q1 2025
- Shares held
- 125.9M
- +1.48M (+1.2%) vs. Q1 2025
- Total value
- $3.39B
- −$247.4M (−6.8%) vs. Q1 2025
- New holders
- 35
- 156 more added
- Sold out
- 42
- 109 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $27 | 0.00% | −10−90.9% | Reduced |
| Manchester Capital Management LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $162 | 0.00% | −2−25.0% | Reduced |
| NewSquare Capital LLC | 13 | $349 | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 19 | $510 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 21 | $565 | 0.00% | −21−50.0% | Reduced |
| Whipplewood Advisors, LLC | 23 | $618 | 0.00% | −43−65.2% | Reduced |
| Assetmark, Inc | 27 | $725 | 0.00% | −111−80.4% | Reduced |
| Atlantic Trust, LLC | 33 | $887 | 0.00% | +33 | New |
| Cape Investment Advisory, Inc. | 34 | $913 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 63 | $1.00K | 0.00% | +63 | New |
| GWM Advisors LLC | 46 | $1.24K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 47 | $1.26K | 0.00% | +47 | New |
| Massmutual Trust Co FSB | 53 | $1.42K | 0.00% | −67−55.8% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $1.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 88 | $2.36K | 0.00% | −212−70.7% | Reduced |
| TD Waterhouse Canada Inc. | 103 | $2.82K | 0.00% | −4,243−97.6% | Reduced |
| Future Financial Wealth Managment LLC | 115 | $3.09K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 125 | $3.28K | 0.00% | +125 | New |
| 1 North Wealth Services LLC | 135 | $3.63K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 150 | $4.03K | 0.00% | −479−76.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 151 | $4.06K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $4.14K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 160 | $4.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 176 | $4.73K | 0.00% | +44+33.3% | Added |
| Bare Financial Services, Inc | 178 | $4.78K | 0.00% | +119+201.7% | Added |
| Harbour Investments, Inc. | 182 | $4.89K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 181 | $5.00K | 0.00% | +143+376.3% | Added |
| Fifth Third Bancorp | 197 | $5.29K | 0.00% | −228−53.6% | Reduced |
| UMA Financial Services, Inc. | 200 | $5.37K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 200 | $5.37K | 0.00% | +200 | New |
| Hilltop National Bank | 200 | $5.37K | 0.00% | +200 | New |
| JNBA Financial Advisors | 217 | $5.83K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 223 | $5.99K | 0.00% | −89−28.5% | Reduced |
| Crews Bank & Trust | 240 | $6.45K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 240 | $6.45K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 276 | $7.41K | 0.00% | +276 | New |
| Heritage Wealth Advisors | 300 | $8.06K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 303 | $8.14K | 0.00% | +276+1,022.2% | Added |
| Bessemer Group Inc | 324 | $9.00K | 0.00% | −253−43.8% | Reduced |
| Larson Financial Group LLC | 357 | $9.59K | 0.00% | +94+35.7% | Added |
| Rossby Financial, LCC | 372 | $9.99K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 400 | $10.7K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 404 | $10.9K | 0.00% | −179−30.7% | Reduced |
| Signaturefd, LLC | 421 | $11.3K | 0.00% | −758−64.3% | Reduced |
| TFC Financial Management | 432 | $11.6K | 0.00% | +8+1.9% | Added |
| Twin Lakes Capital Management, LLC | 518 | $13.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 528 | $14.2K | 0.00% | +129+32.3% | Added |
| Principal Securities, Inc. | 533 | $14.3K | 0.00% | −68−11.3% | Reduced |
| Public Employees Retirement System of Ohio | 538 | $14.5K | 0.00% | +36+7.2% | Added |
| Clear Street Markets LLC | 711 | $19.1K | 0.01% | +711 | New |
| Skopos Labs, Inc. | 728 | $19.6K | 0.00% | +532+271.4% | Added |
| EverSource Wealth Advisors, LLC | 754 | $20.3K | 0.00% | +169+28.9% | Added |
| National Bank of Canada | 810 | $21.8K | 0.00% | +810 | New |
| Global Retirement Partners, LLC | 842 | $22.6K | 0.00% | +842 | New |
| Bogart Wealth, LLC | 875 | $23.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 883 | $23.7K | 0.00% | +190+27.4% | Added |
| Farther Finance Advisors, LLC | 885 | $23.8K | 0.00% | +84+10.5% | Added |
| Zions Bancorporation, National Association | 1,000 | $26.9K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,000 | $26.9K | 0.02% | +1,000 | New |
| DecisionPoint Financial, LLC | 1,000 | $27.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,035 | $27.8K | 0.00% | +103+11.1% | Added |
| Parallel Advisors, LLC | 1,063 | $28.6K | 0.00% | −1,096−50.8% | Reduced |
| Clearstead Advisors, LLC | 1,174 | $31.5K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,200 | $32.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,230 | $33.0K | 0.01% | +1,230 | New |
| Trust Co of Vermont | 1,500 | $40.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,575 | $42.3K | 0.01% | +1,575 | New |
| Millstone Evans Group, LLC | 1,750 | $47.0K | 0.03% | −63−3.5% | Reduced |
| Smartleaf Asset Management LLC | 2,027 | $56.1K | 0.00% | −663−24.6% | Reduced |
| Jones Financial Companies LLLP | 2,209 | $61.1K | 0.00% | +990+81.2% | Added |
| Cheviot Value Management, LLC | 2,448 | $62.9K | 0.01% | +37+1.5% | Added |
| Covestor Ltd | 2,373 | $64.0K | 0.04% | −6−0.3% | Reduced |
| Osterweis Capital Management Inc | 2,390 | $64.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,440 | $65.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,449 | $65.8K | 0.00% | −4,795−66.2% | Reduced |
| Gitterman Wealth Management, LLC | 2,493 | $67.0K | 0.02% | +2,493 | New |
| Spire Wealth Management | 2,500 | $67.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,647 | $71.1K | 0.02% | −10.0% | Reduced |
| Atticus Wealth Management, LLC | 2,790 | $74.9K | 0.02% | +48+1.8% | Added |
| Sterling Capital Management LLC | 3,305 | $88.8K | 0.00% | +1,277+63.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,125 | $110.8K | 0.00% | +2,000+94.1% | Added |
| KBC Group NV | 4,143 | $111.0K | 0.00% | −1,389−25.1% | Reduced |
| CWM, LLC | 4,552 | $122.0K | 0.00% | +501+12.4% | Added |
| SG Americas Securities, LLC | 4,784 | $128.0K | 0.00% | −3,354−41.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $134.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,271 | $141.6K | 0.01% | −572−9.8% | Reduced |
| The PNC Financial Services Group, Inc. | 6,160 | $165.5K | 0.00% | −761−11.0% | Reduced |
| Roman Butler Fullerton & Co | 7,232 | $201.9K | 0.06% | +7,232 | New |
| Stance Capital LLC | 7,528 | $202.2K | 0.08% | −12,421−62.3% | Reduced |
| Spirit of America Management Corp | 7,717 | $207.3K | 0.04% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 7,741 | $207.9K | 0.01% | −118,689−93.9% | Reduced |
| Cascade Financial Partners, LLC | 7,754 | $208.3K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 7,812 | $209.8K | 0.00% | +6,036+339.9% | Added |
| Graham Capital Management, L.P. | 7,823 | $210.1K | 0.01% | +7,823 | New |
| Catalyst Capital Advisors LLC | 7,947 | $213.5K | 0.00% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 8,020 | $215.4K | 0.01% | +20+0.3% | Added |
| FFT Wealth Management LLC | 9,000 | $219.4K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 8,223 | $220.9K | 0.06% | +8,223 | New |