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, Q1 2026
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Mar 31, 2026. 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
- 387
- +21 vs. Q4 2025
- Shares held
- 126.4M
- +16.7M (+15.2%) vs. Q4 2025
- Total value
- $4.61B
- +$1.16B (+33.6%) vs. Q4 2025
- New holders
- 53
- 138 more added
- Sold out
- 32
- 121 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $37 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $91 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3 | $110 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $110 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 5 | $184 | 0.00% | +5 | New |
| Greykasell Wealth Strategies, Inc. | 6 | $221 | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 10 | $367 | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $405 | 0.00% | −26−70.3% | Reduced |
| Torren Management, LLC | 11 | $406 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 20 | $735 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 21 | $772 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 21 | $772 | 0.00% | +10+90.9% | Added |
| IFP Advisors, Inc | 25 | $919 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 27 | $992 | 0.00% | +27 | New |
| Covestor Ltd | 28 | $1.00K | 0.00% | −727−96.3% | Reduced |
| High Note Wealth, LLC | 49 | $1.80K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $1.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $2.39K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $2.90K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 91 | $3.34K | 0.00% | +91 | New |
| Parkside Financial Bank & Trust | 93 | $3.42K | 0.00% | +1+1.1% | Added |
| Elequin Capital LP | 94 | $3.46K | 0.00% | −156−62.4% | Reduced |
| Elevated Capital Advisors, LLC | 103 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $3.97K | 0.00% | +30+38.5% | Added |
| Ronald Blue Trust, Inc. | 115 | $4.23K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 135 | $4.96K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 140 | $5.14K | 0.00% | −138−49.6% | Reduced |
| Brown Shipley& Co Ltd | 150 | $5.51K | 0.00% | +150 | New |
| Cherry Tree Wealth Management, LLC | 151 | $5.55K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $5.66K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 160 | $5.88K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 173 | $6.36K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 215 | $7.90K | 0.00% | +15+7.5% | Added |
| JNBA Financial Advisors | 217 | $7.97K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 215 | $8.38K | 0.00% | +156+264.4% | Added |
| Crews Bank & Trust | 240 | $8.82K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 246 | $9.06K | 0.00% | +3+1.2% | Added |
| Stone House Investment Management, LLC | 256 | $9.41K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 258 | $9.48K | 0.00% | +43+20.0% | Added |
| Keating Financial Advisory Services, Inc. | 271 | $9.96K | 0.00% | +101+59.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 278 | $10.2K | 0.00% | +278 | New |
| National Bank of Canada | 286 | $10.5K | 0.00% | −44−13.3% | Reduced |
| Bare Financial Services, Inc | 289 | $10.6K | 0.00% | +58+25.1% | Added |
| Assetmark, Inc | 296 | $10.9K | 0.00% | +12+4.2% | Added |
| Golden State Wealth Management, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 369 | $13.6K | 0.00% | +369 | New |
| Signaturefd, LLC | 392 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 405 | $14.9K | 0.00% | −530−56.7% | Reduced |
| Rossby Financial, LCC | 427 | $16.0K | 0.00% | +34+8.7% | Added |
| TFC Financial Management | 450 | $16.5K | 0.00% | +6+1.4% | Added |
| Activest Wealth Management | 450 | $16.5K | 0.00% | +77+20.6% | Added |
| Mather Group, LLC. | 473 | $17.4K | 0.00% | +473 | New |
| Phillip James Consulting Co. | 503 | $18.0K | 0.01% | +503 | New |
| Twin Lakes Capital Management, LLC | 518 | $19.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 573 | $21.1K | 0.00% | +10+1.8% | Added |
| Parallel Advisors, LLC | 629 | $23.1K | 0.00% | +52+9.0% | Added |
| Harbour Investments, Inc. | 652 | $24.0K | 0.00% | +470+258.2% | Added |
| Versant Capital Management, Inc | 683 | $25.1K | 0.00% | +247+56.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 726 | $26.7K | 0.00% | +159+28.0% | Added |
| Los Angeles Capital Management LLC | 726 | $26.7K | 0.00% | +176+32.0% | Added |
| MAI Capital Management | 785 | $28.8K | 0.00% | +1+0.1% | Added |
| Nomura Asset Management Co Ltd | 840 | $30.9K | 0.00% | +840 | New |
| Bogart Wealth, LLC | 875 | $32.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 893 | $33.1K | 0.00% | −5−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 924 | $34.0K | 0.00% | +231+33.3% | Added |
| Caitong International Asset Management Co., Ltd | 970 | $35.6K | 0.01% | +195+25.2% | Added |
| Kemnay Advisory Services Inc. | 1,002 | $36.8K | 0.01% | +677+208.3% | Added |
| Manchester Capital Management LLC | 1,122 | $41.2K | 0.01% | +1,122 | New |
| Bessemer Group Inc | 1,147 | $42.0K | 0.00% | +144+14.4% | Added |
| Smartleaf Asset Management LLC | 1,319 | $47.3K | 0.00% | −1,334−50.3% | Reduced |
| MPWM Advisory Solutions, LLC | 1,700 | $62.5K | 0.03% | +1,700 | New |
| Millstone Evans Group, LLC | 1,750 | $64.3K | 0.04% | −118−6.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,937 | $71.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,002 | $73.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,305 | $84.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,375 | $87.3K | 0.00% | +1,039+77.8% | Added |
| Osterweis Capital Management Inc | 2,390 | $87.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,440 | $89.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $91.9K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 2,514 | $92.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,622 | $96.0K | 0.00% | +500+23.6% | Added |
| Addison Advisors LLC | 2,635 | $96.8K | 0.02% | −3−0.1% | Reduced |
| Jones Financial Companies LLLP | 2,863 | $104.0K | 0.00% | +563+24.5% | Added |
| Catalyst Capital Advisors LLC | 2,947 | $108.3K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,045 | $111.9K | 0.10% | −3,460−53.2% | Reduced |
| Umb Bank N A | 3,649 | $134.1K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3,661 | $134.6K | 0.01% | +2,049+127.1% | Added |
| International Assets Investment Management, LLC | 3,595 | $135.1K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $147.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 4,000 | $147.0K | 0.00% | +4,000 | New |
| KBC Group NV | 4,143 | $152.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,155 | $152.7K | 0.00% | −2,964−41.6% | Reduced |
| TD Waterhouse Canada Inc. | 4,112 | $154.2K | 0.00% | +4,030+4,914.6% | Added |
| Walleye Trading LLC | 4,429 | $162.8K | 0.00% | −883−16.6% | Reduced |
| UBS Asset Management Americas Inc | 4,880 | $179.3K | 0.00% | +3,257+200.7% | Added |