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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 2,635 | $96.8K | 0.02% | −3−0.1% | Reduced |
| Hantz Financial Services, Inc. | 2,622 | $96.0K | 0.00% | +500+23.6% | Added |
| Cheviot Value Management, LLC | 2,514 | $92.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,500 | $91.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,440 | $89.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,390 | $87.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,375 | $87.3K | 0.00% | +1,039+77.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,305 | $84.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,002 | $73.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,937 | $71.2K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,750 | $64.3K | 0.04% | −118−6.3% | Reduced |
| MPWM Advisory Solutions, LLC | 1,700 | $62.5K | 0.03% | +1,700 | New |
| Smartleaf Asset Management LLC | 1,319 | $47.3K | 0.00% | −1,334−50.3% | Reduced |
| Bessemer Group Inc | 1,147 | $42.0K | 0.00% | +144+14.4% | Added |
| Manchester Capital Management LLC | 1,122 | $41.2K | 0.01% | +1,122 | New |
| Kemnay Advisory Services Inc. | 1,002 | $36.8K | 0.01% | +677+208.3% | Added |
| Caitong International Asset Management Co., Ltd | 970 | $35.6K | 0.01% | +195+25.2% | Added |
| EverSource Wealth Advisors, LLC | 924 | $34.0K | 0.00% | +231+33.3% | Added |
| Salomon & Ludwin, LLC | 893 | $33.1K | 0.00% | −5−0.6% | Reduced |
| Bogart Wealth, LLC | 875 | $32.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 840 | $30.9K | 0.00% | +840 | New |
| MAI Capital Management | 785 | $28.8K | 0.00% | +1+0.1% | 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 |
| Versant Capital Management, Inc | 683 | $25.1K | 0.00% | +247+56.7% | Added |
| Harbour Investments, Inc. | 652 | $24.0K | 0.00% | +470+258.2% | Added |
| Parallel Advisors, LLC | 629 | $23.1K | 0.00% | +52+9.0% | Added |
| Public Employees Retirement System of Ohio | 573 | $21.1K | 0.00% | +10+1.8% | Added |
| Twin Lakes Capital Management, LLC | 518 | $19.0K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 503 | $18.0K | 0.01% | +503 | New |
| Mather Group, LLC. | 473 | $17.4K | 0.00% | +473 | New |
| Activest Wealth Management | 450 | $16.5K | 0.00% | +77+20.6% | Added |
| TFC Financial Management | 450 | $16.5K | 0.00% | +6+1.4% | Added |
| Rossby Financial, LCC | 427 | $16.0K | 0.00% | +34+8.7% | Added |
| Triumph Capital Management | 405 | $14.9K | 0.00% | −530−56.7% | Reduced |
| Hilltop National Bank | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 392 | $14.4K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 369 | $13.6K | 0.00% | +369 | New |
| Golden State Wealth Management, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 296 | $10.9K | 0.00% | +12+4.2% | Added |
| Bare Financial Services, Inc | 289 | $10.6K | 0.00% | +58+25.1% | Added |
| National Bank of Canada | 286 | $10.5K | 0.00% | −44−13.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 278 | $10.2K | 0.00% | +278 | New |
| Keating Financial Advisory Services, Inc. | 271 | $9.96K | 0.00% | +101+59.4% | Added |
| Larson Financial Group LLC | 258 | $9.48K | 0.00% | +43+20.0% | Added |
| Stone House Investment Management, LLC | 256 | $9.41K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 246 | $9.06K | 0.00% | +3+1.2% | Added |
| Crews Bank & Trust | 240 | $8.82K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 215 | $8.38K | 0.00% | +156+264.4% | Added |
| JNBA Financial Advisors | 217 | $7.97K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 215 | $7.90K | 0.00% | +15+7.5% | Added |
| Essential Partners LLC | 173 | $6.36K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 160 | $5.88K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $5.66K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 151 | $5.55K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 150 | $5.51K | 0.00% | +150 | New |
| Optiver Holding B.V. | 140 | $5.14K | 0.00% | −138−49.6% | Reduced |
| 1 North Wealth Services LLC | 135 | $4.96K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 115 | $4.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $3.97K | 0.00% | +30+38.5% | Added |
| Elevated Capital Advisors, LLC | 103 | $3.79K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 94 | $3.46K | 0.00% | −156−62.4% | Reduced |
| Parkside Financial Bank & Trust | 93 | $3.42K | 0.00% | +1+1.1% | Added |
| Root Financial Partners, LLC | 91 | $3.34K | 0.00% | +91 | New |
| Abound Wealth Management | 79 | $2.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $2.39K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $1.95K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 49 | $1.80K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 28 | $1.00K | 0.00% | −727−96.3% | Reduced |
| Advisory Services Network, LLC | 27 | $992 | 0.00% | +27 | New |
| IFP Advisors, Inc | 25 | $919 | 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 |
| Ankerstar Wealth, LLC | 20 | $735 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $406 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $405 | 0.00% | −26−70.3% | Reduced |
| Neo Ivy Capital Management | 10 | $367 | 0.00% | +10 | New |
| Greykasell Wealth Strategies, Inc. | 6 | $221 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $184 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 3 | $110 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $110 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $91 | 0.00% | 00.0% | Unchanged |
| 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 |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −828,488−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −320,129−100.0% | Sold out |
| Capital Innovations LLC | 0 | $0 | 0.00% | −187,959−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −125,536−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −91,948−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −57,196−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −42,216−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −32,900−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −32,361−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −27,817−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |