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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 842 | $25.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 819 | $25.1K | 0.00% | +9+1.1% | Added |
| Bessemer Group Inc | 802 | $24.0K | 0.00% | +478+147.5% | Added |
| MAI Capital Management | 744 | $22.8K | 0.00% | −139−15.7% | Reduced |
| Parallel Advisors, LLC | 578 | $17.8K | 0.00% | −485−45.6% | Reduced |
| Public Employees Retirement System of Ohio | 578 | $17.7K | 0.00% | +40+7.4% | Added |
| Twin Lakes Capital Management, LLC | 518 | $15.9K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 473 | $14.5K | 0.00% | +473 | New |
| Sound Income Strategies, LLC | 459 | $14.1K | 0.00% | −69−13.1% | Reduced |
| TFC Financial Management | 438 | $13.5K | 0.00% | +6+1.4% | Added |
| Signaturefd, LLC | 435 | $13.4K | 0.00% | +14+3.3% | 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 |
| Rossby Financial, LCC | 389 | $12.3K | 0.00% | +17+4.6% | Added |
| Activest Wealth Management | 347 | $10.7K | 0.00% | +347 | New |
| Golden State Wealth Management, LLC | 300 | $9.21K | 0.00% | +300 | New |
| Versant Capital Management, Inc | 288 | $8.84K | 0.00% | +138+92.0% | Added |
| First Pacific Financial | 240 | $7.37K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 240 | $7.37K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 223 | $6.85K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 217 | $6.66K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 200 | $6.14K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 197 | $6.05K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 193 | $5.91K | 0.00% | −164−45.9% | Reduced |
| Bare Financial Services, Inc | 186 | $5.71K | 0.00% | +8+4.5% | Added |
| Harbour Investments, Inc. | 182 | $5.59K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 168 | $5.16K | 0.00% | +168 | New |
| Bell Investment Advisors, Inc | 160 | $4.91K | 0.00% | −16−9.1% | Reduced |
| Pflug Koory, LLC | 160 | $4.91K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $4.73K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 151 | $4.64K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 143 | $4.39K | 0.00% | −390−73.2% | Reduced |
| 1 North Wealth Services LLC | 135 | $4.14K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 128 | $3.93K | 0.00% | +128 | New |
| Stone House Investment Management, LLC | 119 | $3.65K | 0.00% | +119 | New |
| Future Financial Wealth Managment LLC | 115 | $3.53K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 88 | $2.78K | 0.00% | −15−14.6% | Reduced |
| Parkside Financial Bank & Trust | 88 | $2.70K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 78 | $2.40K | 0.00% | +72+1,200.0% | Added |
| J.Safra Asset Management Corp | 72 | $2.21K | 0.00% | −332−82.2% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $1.63K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 47 | $1.44K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 46 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $1.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 33 | $1.01K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $1.00K | 0.00% | −2,352−99.1% | Reduced |
| Assetmark, Inc | 27 | $829 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 27 | $829 | 0.00% | +27 | New |
| Bernard Wealth Management Corp. | 21 | $645 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $215 | 0.00% | +5+250.0% | Added |
| JPL Wealth Management, LLC | 5 | $154 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 3 | $92 | 0.00% | +3 | New |
| 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 |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −490,572−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −102,356−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −89,558−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −61,833−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,266−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −24,086−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −21,624−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −21,355−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −19,973−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,953−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −19,694−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −17,979−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −13,909−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −13,341−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,677−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −8,285−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,223−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,823−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −7,232−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| NBW Capital LLC | – | – | – | – | Not filed |
| Quaero Capital S.A. | – | – | – | – | Not filed |
| Northeast Financial Consultants Inc | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |