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, Q3 2025
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Sep 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
- 356
- +10 vs. Q2 2025
- Shares held
- 126.0M
- +1.56M (+1.3%) vs. Q2 2025
- Total value
- $3.87B
- +$518.9M (+15.5%) vs. Q2 2025
- New holders
- 47
- 124 more added
- Sold out
- 37
- 123 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $31 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 3 | $92 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 5 | $154 | 0.00% | +5 | New |
| IFP Advisors, Inc | 7 | $215 | 0.00% | +5+250.0% | Added |
| Bernard Wealth Management Corp. | 21 | $645 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 27 | $829 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 27 | $829 | 0.00% | +27 | New |
| Covestor Ltd | 21 | $1.00K | 0.00% | −2,352−99.1% | Reduced |
| Atlantic Trust, LLC | 33 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $1.04K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 46 | $1.42K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 47 | $1.44K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $1.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 72 | $2.21K | 0.00% | −332−82.2% | Reduced |
| Abound Wealth Management | 78 | $2.40K | 0.00% | +72+1,200.0% | Added |
| Parkside Financial Bank & Trust | 88 | $2.70K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 88 | $2.78K | 0.00% | −15−14.6% | Reduced |
| Future Financial Wealth Managment LLC | 115 | $3.53K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 119 | $3.65K | 0.00% | +119 | New |
| Essential Partners LLC | 128 | $3.93K | 0.00% | +128 | New |
| 1 North Wealth Services LLC | 135 | $4.14K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 143 | $4.39K | 0.00% | −390−73.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 151 | $4.64K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $4.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $4.91K | 0.00% | −16−9.1% | Reduced |
| Pflug Koory, LLC | 160 | $4.91K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 168 | $5.16K | 0.00% | +168 | New |
| Harbour Investments, Inc. | 182 | $5.59K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 186 | $5.71K | 0.00% | +8+4.5% | Added |
| Larson Financial Group LLC | 193 | $5.91K | 0.00% | −164−45.9% | Reduced |
| Fifth Third Bancorp | 197 | $6.05K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 200 | $6.14K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 217 | $6.66K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 223 | $6.85K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 240 | $7.37K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 240 | $7.37K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 288 | $8.84K | 0.00% | +138+92.0% | Added |
| Golden State Wealth Management, LLC | 300 | $9.21K | 0.00% | +300 | New |
| Activest Wealth Management | 347 | $10.7K | 0.00% | +347 | New |
| Rossby Financial, LCC | 389 | $12.3K | 0.00% | +17+4.6% | Added |
| Costello Asset Management, INC | 400 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $12.3K | 0.00% | +200+100.0% | Added |
| Signaturefd, LLC | 435 | $13.4K | 0.00% | +14+3.3% | Added |
| TFC Financial Management | 438 | $13.5K | 0.00% | +6+1.4% | Added |
| Sound Income Strategies, LLC | 459 | $14.1K | 0.00% | −69−13.1% | Reduced |
| Mather Group, LLC. | 473 | $14.5K | 0.00% | +473 | New |
| Twin Lakes Capital Management, LLC | 518 | $15.9K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 578 | $17.7K | 0.00% | +40+7.4% | Added |
| Parallel Advisors, LLC | 578 | $17.8K | 0.00% | −485−45.6% | Reduced |
| MAI Capital Management | 744 | $22.8K | 0.00% | −139−15.7% | Reduced |
| Bessemer Group Inc | 802 | $24.0K | 0.00% | +478+147.5% | Added |
| National Bank of Canada | 819 | $25.1K | 0.00% | +9+1.1% | Added |
| Global Retirement Partners, LLC | 842 | $25.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 846 | $26.0K | 0.00% | +92+12.2% | Added |
| Bogart Wealth, LLC | 875 | $26.9K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 882 | $27.1K | 0.01% | +882 | New |
| Salomon & Ludwin, LLC | 884 | $27.1K | 0.00% | +884 | New |
| Northwestern Mutual Wealth Management Co | 960 | $29.5K | 0.00% | −75−7.2% | Reduced |
| Zions Bancorporation, National Association | 1,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,174 | $36.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,244 | $38.2K | 0.00% | +1,244 | New |
| Hantz Financial Services, Inc. | 1,323 | $41.0K | 0.00% | +1,142+630.9% | Added |
| Scarborough Advisors, LLC | 1,402 | $43.1K | 0.01% | −173−11.0% | Reduced |
| Trust Co of Vermont | 1,640 | $50.3K | 0.00% | +140+9.3% | Added |
| Millstone Evans Group, LLC | 1,750 | $53.7K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,169 | $66.6K | 0.03% | +2,169 | New |
| Steward Partners Investment Advisory, LLC | 2,305 | $70.8K | 0.00% | −144−5.9% | Reduced |
| Quadrant Capital Group LLC | 2,331 | $71.6K | 0.00% | +2,331 | New |
| Smartleaf Asset Management LLC | 2,317 | $71.6K | 0.00% | +290+14.3% | Added |
| Cheviot Value Management, LLC | 2,483 | $71.9K | 0.01% | +35+1.4% | Added |
| Jones Financial Companies LLLP | 2,394 | $73.0K | 0.00% | +185+8.4% | Added |
| Osterweis Capital Management Inc | 2,390 | $73.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,440 | $75.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $76.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,638 | $81.0K | 0.02% | −9−0.3% | Reduced |
| Quest Partners LLC | 2,695 | $82.7K | 0.01% | −8,835−76.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $123.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 4,143 | $127.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,631 | $142.0K | 0.00% | +79+1.7% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $153.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,273 | $161.9K | 0.00% | −887−14.4% | Reduced |
| GAMMA Investing LLC | 5,928 | $182.0K | 0.01% | +657+12.5% | Added |
| Peddock Capital Advisors, LLC | 6,550 | $201.1K | 0.04% | +6,550 | New |
| RSM US Wealth Management LLC | 6,556 | $201.3K | 0.00% | +6,556 | New |
| Man Group plc | 6,584 | $202.1K | 0.00% | +6,584 | New |
| Invested Advisors | 7,339 | $202.7K | 0.30% | +7,339 | New |
| Sherbrooke Park Advisers LLC | 6,609 | $202.9K | 0.09% | +6,609 | New |
| Bryn Mawr Trust Co | 6,625 | $203.4K | 0.00% | +2,500+60.6% | Added |
| CAPROCK Group, Inc. | 7,210 | $203.6K | 0.01% | +7,210 | New |
| Pekin Hardy Strauss, Inc. | 6,965 | $213.8K | 0.02% | +6,965 | New |
| Tower Research Capital LLC (TRC) | 7,052 | $216.5K | 0.01% | −4,034−36.4% | Reduced |
| Savvy Advisors, Inc. | 7,112 | $218.3K | 0.01% | +7,112 | New |
| Ironwood Investment Counsel, LLC | 7,128 | $218.8K | 0.03% | +7,128 | New |
| SeaCrest Wealth Management, LLC | 7,425 | $228.2K | 0.02% | +7,425 | New |
| Stance Capital LLC | 7,528 | $231.1K | 0.08% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 7,593 | $233.1K | 0.01% | −148−1.9% | Reduced |
| Peapack Gladstone Financial Corp | 7,616 | $234.0K | 0.00% | +7,616 | New |