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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 711 | $19.1K | 0.01% | +711 | New |
| Public Employees Retirement System of Ohio | 538 | $14.5K | 0.00% | +36+7.2% | Added |
| Principal Securities, Inc. | 533 | $14.3K | 0.00% | −68−11.3% | Reduced |
| Sound Income Strategies, LLC | 528 | $14.2K | 0.00% | +129+32.3% | Added |
| Twin Lakes Capital Management, LLC | 518 | $13.9K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 432 | $11.6K | 0.00% | +8+1.9% | Added |
| Signaturefd, LLC | 421 | $11.3K | 0.00% | −758−64.3% | Reduced |
| J.Safra Asset Management Corp | 404 | $10.9K | 0.00% | −179−30.7% | Reduced |
| Costello Asset Management, INC | 400 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 372 | $9.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 357 | $9.59K | 0.00% | +94+35.7% | Added |
| Bessemer Group Inc | 324 | $9.00K | 0.00% | −253−43.8% | Reduced |
| Headlands Technologies LLC | 303 | $8.14K | 0.00% | +276+1,022.2% | Added |
| Heritage Wealth Advisors | 300 | $8.06K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 276 | $7.41K | 0.00% | +276 | New |
| First Pacific Financial | 240 | $6.45K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 240 | $6.45K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 223 | $5.99K | 0.00% | −89−28.5% | Reduced |
| JNBA Financial Advisors | 217 | $5.83K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 197 | $5.29K | 0.00% | −228−53.6% | Reduced |
| Hantz Financial Services, Inc. | 181 | $5.00K | 0.00% | +143+376.3% | Added |
| Harbour Investments, Inc. | 182 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 178 | $4.78K | 0.00% | +119+201.7% | Added |
| Bell Investment Advisors, Inc | 176 | $4.73K | 0.00% | +44+33.3% | Added |
| Pflug Koory, LLC | 160 | $4.30K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $4.14K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 151 | $4.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 150 | $4.03K | 0.00% | −479−76.2% | Reduced |
| 1 North Wealth Services LLC | 135 | $3.63K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 125 | $3.28K | 0.00% | +125 | New |
| Future Financial Wealth Managment LLC | 115 | $3.09K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 103 | $2.82K | 0.00% | −4,243−97.6% | Reduced |
| Parkside Financial Bank & Trust | 88 | $2.36K | 0.00% | −212−70.7% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $1.75K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $1.42K | 0.00% | −67−55.8% | Reduced |
| High Note Wealth, LLC | 47 | $1.26K | 0.00% | +47 | New |
| GWM Advisors LLC | 46 | $1.24K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 63 | $1.00K | 0.00% | +63 | New |
| Cape Investment Advisory, Inc. | 34 | $913 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 33 | $887 | 0.00% | +33 | New |
| Assetmark, Inc | 27 | $725 | 0.00% | −111−80.4% | Reduced |
| Whipplewood Advisors, LLC | 23 | $618 | 0.00% | −43−65.2% | Reduced |
| Bernard Wealth Management Corp. | 21 | $565 | 0.00% | −21−50.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 19 | $510 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 13 | $349 | 0.00% | +13 | New |
| Abound Wealth Management | 6 | $162 | 0.00% | −2−25.0% | Reduced |
| Huntington National Bank | 1 | $27 | 0.00% | −10−90.9% | Reduced |
| Manchester Capital Management LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | – | – | +2 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −351,732−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −222,303−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −83,740−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −66,165−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −61,416−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −54,758−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −54,753−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −49,063−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −39,605−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −35,823−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −29,556−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −25,595−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −24,194−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −21,143−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −19,017−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,921−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,536−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −8,164−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −7,673−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −7,660−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −7,524−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −7,441−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −7,363−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,420−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Safe Harbor Fiduciary, LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Evelyn Partners Investment Management LLP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |