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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 387 institutions
Q1 2021: 367 institutionsQ2 2021: 352 institutionsQ3 2021: 365 institutionsQ4 2021: 376 institutionsQ1 2022: 376 institutionsQ2 2022: 354 institutionsQ3 2022: 351 institutionsQ4 2022: 338 institutionsQ1 2023: 326 institutionsQ2 2023: 322 institutionsQ3 2023: 325 institutionsQ4 2023: 344 institutionsQ1 2024: 345 institutionsQ2 2024: 365 institutionsQ3 2024: 372 institutionsQ4 2024: 343 institutionsQ1 2025: 361 institutionsQ2 2025: 352 institutionsQ3 2025: 356 institutionsQ4 2025: 373 institutionsQ1 2026: 387 institutionsQ2 2026: 407 institutions
Value heldQ1 2026: $4.61B
Q1 2021: $3.74BQ2 2021: $3.88BQ3 2021: $3.76BQ4 2021: $3.82BQ1 2022: $3.57BQ2 2022: $2.96BQ3 2022: $2.35BQ4 2022: $2.34BQ1 2023: $2.40BQ2 2023: $2.45BQ3 2023: $2.43BQ4 2023: $3.15BQ1 2024: $3.23BQ2 2024: $3.36BQ3 2024: $3.97BQ4 2024: $3.33BQ1 2025: $3.64BQ2 2025: $3.39BQ3 2025: $3.87BQ4 2025: $3.96BQ1 2026: $4.61BQ2 2026: $5.14B
Institutions holding HASI and their total value by quarter
QuarterHoldersValue
Q2 2026407$5.14B
Q1 2026387$4.61B
Q4 2025373$3.96B
Q3 2025356$3.87B
Q2 2025352$3.39B
Q1 2025361$3.64B
Q4 2024343$3.33B
Q3 2024372$3.97B
Q2 2024365$3.36B
Q1 2024345$3.23B
Q4 2023344$3.15B
Q3 2023325$2.43B
Q2 2023322$2.45B
Q1 2023326$2.40B
Q4 2022338$2.34B
Q3 2022351$2.35B
Q2 2022354$2.96B
Q1 2022376$3.57B
Q4 2021376$3.82B
Q3 2021365$3.76B
Q2 2021352$3.88B
Q1 2021367$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.

Institutions holding HASI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Kestra Investment Management, LLC5,485$201.6K0.00%+5,485New
Merit Financial Group, LLC5,500$202.1K0.00%+5,500New
The PNC Financial Services Group, Inc.5,744$211.1K0.00%+426+8.0%Added
Bartlett & Co. Wealth Management LLC5,000$211.2K0.00%00.0%Unchanged
Reynders McVeigh Capital Management, LLC5,838$215.0K0.01%+5,838New
Baldwin Brothers Inc5,950$218.7K0.02%+5,950New
CIBC World Markets Inc.5,973$219.5K0.00%+5,973New
Argonautica Private Wealth Management, Inc6,025$221.4K0.07%+6,025New
Captrust Financial Advisors6,099$224.1K0.00%+6,099New
CWM, LLC6,111$224.6K0.00%+88+1.5%Added
First Affirmative Financial Network6,215$228.4K0.09%+6,215New
Profund Advisors LLC6,292$231.2K0.01%−4,859−43.6%Reduced
CI Private Wealth, LLC6,384$234.6K0.00%−1,401−18.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,432$236.4K0.01%+4+0.1%Added
Dimensional Fund Advisors LP6,493$238.6K0.00%−46,209−87.7%Reduced
Ethic Inc.6,541$240.4K0.00%+6,541New
Peddock Capital Advisors, LLC6,550$240.7K0.05%00.0%Unchanged
Bryn Mawr Trust Co6,625$243.5K0.01%00.0%Unchanged
Savvy Advisors, Inc.6,728$247.2K0.01%+74+1.1%Added
Kestra Private Wealth Services, LLC6,993$257.0K0.00%−1,276−15.4%Reduced
SeaCrest Wealth Management, LLC7,016$257.8K0.03%−67−0.9%Reduced
RSM US Wealth Management LLC7,147$262.6K0.00%+314+4.6%Added
Ironwood Investment Counsel, LLC7,230$265.7K0.04%+50+0.7%Added
CAPROCK Group, Inc.7,277$267.4K0.01%−68−0.9%Reduced
Spirit of America Management Corp7,717$283.6K0.06%00.0%Unchanged
TCW Group Inc7,778$285.8K0.00%−930−10.7%Reduced
GAMMA Investing LLC7,813$287.1K0.01%+1,065+15.8%Added
WSFS Capital Management, LLC8,020$294.7K0.01%−88−1.1%Reduced
Allworth Financial LP8,052$295.9K0.00%+85+1.1%Added
US Bancorp8,094$297.5K0.00%+205+2.6%Added
Prime Capital Investment Advisors, LLC8,123$298.5K0.00%−1,774−17.9%Reduced
State of Wyoming8,237$302.7K0.04%−4,643−36.0%Reduced
Pekin Hardy Strauss, Inc.8,375$307.8K0.03%+1,065+14.6%Added
Cascade Financial Partners, LLC8,379$307.9K0.03%00.0%Unchanged
Skopos Labs, Inc.8,426$309.7K0.01%−1,216−12.6%Reduced
Swiss Life Asset Management Ltd8,496$312.2K0.00%+8,496New
EFG International AG8,505$312.5K0.01%−115−1.3%Reduced
Stance Capital LLC8,635$317.3K0.15%+1,107+14.7%Added
SMH Capital Advisors Inc8,663$318.4K0.90%−16−0.2%Reduced
Mercer Global Advisors Inc8,690$319.4K0.00%+1,769+25.6%Added
Modera Wealth Management, LLC8,844$325.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC8,778$329.8K0.02%−180−2.0%Reduced
American Trust Investment Advisors, LLC8,990$330.4K0.18%00.0%Unchanged
Nisa Investment Advisors, LLC9,068$333.2K0.00%−22,772−71.5%Reduced
Invested Advisors9,104$334.6K0.34%−41−0.4%Reduced
Ensign Peak Advisors, Inc9,122$335.2K0.00%00.0%Unchanged
Davenport & Co LLC9,185$337.5K0.00%+9,185New
Gateway Wealth Partners, LLC9,260$340.3K0.01%+9,260New
Ashton Thomas Private Wealth, LLC9,280$341.0K0.01%+9,280New
Pine Haven Investment Counsel, Inc9,518$349.8K0.26%+250+2.7%Added
CIBC Asset Management Inc9,788$359.7K0.00%+705+7.8%Added
Ameritas Investment Partners, Inc.10,024$368.4K0.01%00.0%Unchanged
Seelaus Asset Management LLC10,280$377.8K0.27%−65−0.6%Reduced
Algert Global LLC10,330$379.6K0.01%+10,330New
Public Employees Retirement Association of Colorado10,404$382.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC10,481$385.2K0.00%+735+7.5%Added
Guidance Capital, Inc9,111$391.5K0.09%00.0%Unchanged
Schnieders Capital Management, LLC.10,700$393.2K0.06%+10,700New
JustInvest LLC10,784$396.3K0.00%+4,409+69.2%Added
Apollon Wealth Management, LLC10,786$396.4K0.01%−401−3.6%Reduced
Tred Avon Family Wealth, LLC10,950$402.4K0.13%00.0%Unchanged
Colorado Capital Management, Inc.11,040$406.0K0.15%−544−4.7%Reduced
Wealth Enhancement Advisory Services, LLC10,944$406.1K0.00%+2,810+34.5%Added
Advisor Group Holdings, Inc.11,256$413.9K0.00%−1,654−12.8%Reduced
Dynamic Technology Lab Private Ltd11,592$426.0K0.07%+11,592New
1620 Investment Advisors, Inc.11,606$426.5K0.29%+221+1.9%Added
Xponance, Inc.11,757$432.1K0.00%+2,064+21.3%Added
Chesley Taft & Associates LLC11,953$439.3K0.02%+524+4.6%Added
Crossmark Global Holdings, Inc.12,146$446.4K0.01%00.0%Unchanged
Crestwood Advisors Group LLC12,311$452.4K0.01%−10,516−46.1%Reduced
Tower Research Capital LLC (TRC)12,723$467.6K0.01%+5,770+83.0%Added
New Age Alpha Advisors, LLC12,925$475.0K0.02%−303−2.3%Reduced
Fca Corp13,200$485.1K0.14%−2,000−13.2%Reduced
NewEdge Wealth, LLC13,346$490.5K0.01%+13,346New
Atria Investments LLC13,468$495.0K0.01%+5,348+65.9%Added
Hartline Investment Corp13,504$496.3K0.05%+2,990+28.4%Added
CWM Advisors, LLC14,034$515.8K0.03%−797−5.4%Reduced
Evergreen Capital Management LLC14,071$517.1K0.01%+10+0.1%Added
Wedbush Securities Inc14,117$519.0K0.02%+2,908+25.9%Added
Values Added Financial LLC14,205$522.0K0.22%00.0%Unchanged
Investment Research Partners LLC14,399$529.2K0.22%+293+2.1%Added
Colony Group, LLC14,543$534.5K0.00%+1,703+13.3%Added
Mutual of America Capital Management LLC14,608$536.8K0.01%+198+1.4%Added
Plan Group Financial, LLC14,915$548.1K0.13%−2,232−13.0%Reduced
Sit Investment Associates Inc14,950$549.0K0.01%00.0%Unchanged
Severin Investments, LLC15,019$551.9K0.47%+15,019New
Harrington Investments, INC15,148$556.7K0.29%+1,000+7.1%Added
Icon Wealth Advisors, LLC13,842$559.8K0.04%+5,668+69.3%Added
Keybank National Association15,516$570.2K0.00%+2,284+17.3%Added
Harbor Capital Advisors, Inc.15,855$583.0K0.05%+348+2.2%Added
Mariner, LLC16,353$601.0K0.00%−5,377−24.7%Reduced
Cornerstone Select Advisors, LLC16,877$620.2K0.39%00.0%Unchanged
Beacon Pointe Advisors, LLC17,555$645.1K0.00%−1,176−6.3%Reduced
FIL Ltd17,839$655.6K0.00%00.0%Unchanged
AIA Group Ltd18,033$662.7K0.01%00.0%Unchanged
Bank of Montreal18,164$667.5K0.00%+1,371+8.2%Added
Pictet Asset Management Holding SA18,542$681.4K0.00%+2,407+14.9%Added
Maryland State Retirement & Pension System18,621$684.3K0.01%+88+0.5%Added
HighTower Advisors, LLC18,768$689.7K0.00%−496−2.6%Reduced
Abel Hall, LLC19,362$711.6K0.15%+803+4.3%Added