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, Q4 2025
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Dec 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
- 373
- +21 vs. Q3 2025
- Shares held
- 125.9M
- −34.8K (0.0%) vs. Q3 2025
- Total value
- $3.96B
- +$95.8M (+2.5%) vs. Q3 2025
- New holders
- 57
- 139 more added
- Sold out
- 36
- 116 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $31 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $78 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 3 | $94 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 6 | $189 | 0.00% | +6 | New |
| Torren Management, LLC | 11 | $343 | 0.00% | +11 | New |
| Gilpin Wealth Management, LLC | 11 | $346 | 0.00% | +11 | New |
| Ankerstar Wealth, LLC | 20 | $637 | 0.00% | +20 | New |
| Bernard Wealth Management Corp. | 21 | $661 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 25 | $786 | 0.00% | +18+257.1% | Added |
| True Wealth Design, LLC | 37 | $1.16K | 0.00% | +37 | New |
| GWM Advisors LLC | 46 | $1.46K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 49 | $1.54K | 0.00% | +2+4.3% | Added |
| Bard Associates Inc | 50 | $1.59K | 0.00% | −8,340−99.4% | Reduced |
| Massmutual Trust Co FSB | 53 | $1.67K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 59 | $1.85K | 0.00% | −1,185−95.3% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $2.04K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 72 | $2.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $2.45K | 0.00% | −82−51.2% | Reduced |
| Abound Wealth Management | 79 | $2.48K | 0.00% | +1+1.3% | Added |
| TD Waterhouse Canada Inc. | 82 | $2.58K | 0.00% | −6−6.8% | Reduced |
| Parkside Financial Bank & Trust | 92 | $2.89K | 0.00% | +4+4.5% | Added |
| Quarry LP | 96 | $3.02K | 0.00% | +96 | New |
| Danske Bank A/S | 100 | $3.14K | 0.00% | −20,759−99.5% | Reduced |
| Elevated Capital Advisors, LLC | 103 | $3.24K | 0.00% | +103 | New |
| Ronald Blue Trust, Inc. | 115 | $3.61K | 0.00% | +115 | New |
| 1 North Wealth Services LLC | 135 | $4.24K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 151 | $4.75K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $4.84K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 160 | $5.03K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 170 | $5.34K | 0.00% | +170 | New |
| Essential Partners LLC | 173 | $5.44K | 0.00% | +45+35.2% | Added |
| Harbour Investments, Inc. | 182 | $5.72K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 197 | $6.19K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 200 | $6.29K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $6.29K | 0.00% | +200 | New |
| Larson Financial Group LLC | 215 | $6.75K | 0.00% | +22+11.4% | Added |
| JNBA Financial Advisors | 217 | $6.82K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 231 | $7.26K | 0.00% | +45+24.2% | Added |
| Crews Bank & Trust | 240 | $7.54K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 243 | $7.65K | 0.00% | +3+1.3% | Added |
| Elequin Capital LP | 250 | $7.86K | 0.00% | +250 | New |
| Stone House Investment Management, LLC | 256 | $8.05K | 0.00% | +137+115.1% | Added |
| Optiver Holding B.V. | 278 | $8.74K | 0.00% | +278 | New |
| Assetmark, Inc | 284 | $8.93K | 0.00% | +257+951.9% | Added |
| Golden State Wealth Management, LLC | 300 | $9.43K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $9.43K | 0.00% | +300 | New |
| Ameriflex Group, Inc. | 300 | $9.43K | 0.00% | +300 | New |
| Kemnay Advisory Services Inc. | 325 | $10.2K | 0.00% | +325 | New |
| National Bank of Canada | 330 | $10.4K | 0.00% | −489−59.7% | Reduced |
| Activest Wealth Management | 373 | $11.7K | 0.00% | +26+7.5% | Added |
| Signaturefd, LLC | 392 | $12.3K | 0.00% | −43−9.9% | Reduced |
| Rossby Financial, LCC | 393 | $12.4K | 0.00% | +4+1.0% | Added |
| Hilltop National Bank | 400 | $12.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 436 | $13.7K | 0.00% | +148+51.4% | Added |
| TFC Financial Management | 444 | $14.0K | 0.00% | +6+1.4% | Added |
| Los Angeles Capital Management LLC | 550 | $15.3K | 0.00% | +550 | New |
| Twin Lakes Capital Management, LLC | 518 | $16.3K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 563 | $17.7K | 0.00% | −15−2.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 567 | $17.8K | 0.00% | +567 | New |
| Parallel Advisors, LLC | 577 | $18.1K | 0.00% | −1−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 693 | $21.8K | 0.00% | −153−18.1% | Reduced |
| DV Trading LLC | 700 | $22.0K | 0.00% | +700 | New |
| Covestor Ltd | 755 | $24.0K | 0.01% | +734+3,495.2% | Added |
| Caitong International Asset Management Co., Ltd | 775 | $24.4K | 0.01% | +775 | New |
| MAI Capital Management | 784 | $24.6K | 0.00% | +40+5.4% | Added |
| Global Retirement Partners, LLC | 842 | $26.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 875 | $27.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 898 | $28.4K | 0.00% | +14+1.6% | Added |
| Triumph Capital Management | 935 | $29.4K | 0.01% | +935 | New |
| Zions Bancorporation, National Association | 1,000 | $31.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,003 | $32.0K | 0.00% | +201+25.1% | Added |
| SageView Advisory Group, LLC | 1,244 | $39.1K | 0.00% | +1,244 | New |
| Clearstead Advisors, LLC | 1,336 | $42.0K | 0.00% | +162+13.8% | Added |
| Scarborough Advisors, LLC | 1,612 | $50.7K | 0.01% | +210+15.0% | Added |
| UBS Asset Management Americas Inc | 1,623 | $51.0K | 0.00% | −1,901,909−99.9% | Reduced |
| Trust Co of Vermont | 1,640 | $51.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,868 | $58.7K | 0.03% | +118+6.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,937 | $60.9K | 0.00% | +977+101.8% | Added |
| Quadrant Capital Group LLC | 2,002 | $62.9K | 0.00% | −329−14.1% | Reduced |
| Hantz Financial Services, Inc. | 2,122 | $67.0K | 0.00% | +799+60.4% | Added |
| Jones Financial Companies LLLP | 2,300 | $72.3K | 0.00% | −94−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,305 | $72.5K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,390 | $75.1K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 2,394 | $75.2K | 0.00% | −64,366−96.4% | Reduced |
| Smithfield Trust Co | 2,440 | $77.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $78.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,638 | $82.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,653 | $84.8K | 0.00% | +336+14.5% | Added |
| Cheviot Value Management, LLC | 2,514 | $87.0K | 0.01% | +31+1.2% | Added |
| Catalyst Capital Advisors LLC | 2,947 | $92.6K | 0.00% | −5,000−62.9% | Reduced |
| International Assets Investment Management, LLC | 3,595 | $113.0K | 0.01% | +3,595 | New |
| Umb Bank N A | 3,649 | $114.7K | 0.00% | +3,426+1,536.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $126.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 4,143 | $130.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,536 | $142.6K | 0.01% | +4,536 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $159.3K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,312 | $167.0K | 0.00% | +5,312 | New |
| The PNC Financial Services Group, Inc. | 5,318 | $167.1K | 0.00% | +45+0.9% | Added |