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, Q2 2026
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Jun 30, 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
- 407
- +25 vs. Q1 2026
- Shares held
- 132.0M
- +5.67M (+4.5%) vs. Q1 2026
- Total value
- $5.14B
- +$532.0M (+11.5%) vs. Q1 2026
- New holders
- 56
- 157 more added
- Sold out
- 31
- 115 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 11 | $0 | 0.00% | +11 | New |
| Huntington National Bank | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $78 | 0.00% | +1+100.0% | Added |
| Dunhill Financial, LLC | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $117 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $196 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 6 | $234 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $273 | 0.00% | +7 | New |
| True Wealth Design, LLC | 11 | $430 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $431 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $703 | 0.00% | +18 | New |
| Ankerstar Wealth, LLC | 20 | $781 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 20 | $781 | 0.00% | +20 | New |
| IFP Advisors, Inc | 21 | $820 | 0.00% | −4−16.0% | Reduced |
| Bernard Wealth Management Corp. | 21 | $821 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 21 | $821 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $1.00K | 0.00% | +7+25.0% | Added |
| Plante Moran Financial Advisors, LLC | 28 | $1.09K | 0.00% | +28 | New |
| Silver Grove Financial Group, Inc. | 34 | $1.33K | 0.00% | +34 | New |
| High Note Wealth, LLC | 49 | $1.91K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $2.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $2.54K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 76 | $2.97K | 0.00% | +76 | New |
| Abound Wealth Management | 79 | $3.08K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 100 | $3.74K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 96 | $3.75K | 0.00% | +3+3.2% | Added |
| Hager Investment Management Services, LLC | 100 | $3.90K | 0.00% | +100 | New |
| Elevated Capital Advisors, LLC | 103 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $4.02K | 0.00% | −5−4.6% | Reduced |
| 1 North Wealth Services LLC | 135 | $5.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 151 | $5.90K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $6.01K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 160 | $6.25K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 171 | $6.68K | 0.00% | −2−1.2% | Reduced |
| UMA Financial Services, Inc. | 200 | $7.81K | 0.00% | −15−7.0% | Reduced |
| JNBA Financial Advisors | 217 | $8.47K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 230 | $8.98K | 0.00% | +230 | New |
| SJS Investment Consulting Inc. | 230 | $8.98K | 0.00% | +230 | New |
| Crews Bank & Trust | 240 | $9.37K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 249 | $9.73K | 0.00% | +3+1.2% | Added |
| Larson Financial Group LLC | 253 | $9.87K | 0.00% | −5−1.9% | Reduced |
| Stone House Investment Management, LLC | 267 | $10.4K | 0.00% | +11+4.3% | Added |
| Keating Financial Advisory Services, Inc. | 278 | $10.9K | 0.00% | +7+2.6% | Added |
| Bare Financial Services, Inc | 289 | $11.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 296 | $11.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 300 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 300 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $15.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 407 | $15.9K | 0.00% | +2+0.5% | Added |
| Rossby Financial, LCC | 427 | $16.7K | 0.00% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 431 | $16.8K | 0.00% | +431 | New |
| TFC Financial Management | 455 | $17.8K | 0.00% | +5+1.1% | Added |
| Mather Group, LLC. | 473 | $18.5K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 503 | $19.6K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 518 | $20.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 574 | $22.4K | 0.00% | +1+0.2% | Added |
| Signaturefd, LLC | 617 | $24.1K | 0.00% | +225+57.4% | Added |
| EverSource Wealth Advisors, LLC | 633 | $24.7K | 0.00% | −291−31.5% | Reduced |
| Simplex Trading, LLC | 671 | $26.2K | 0.00% | +671 | New |
| Parallel Advisors, LLC | 682 | $26.6K | 0.00% | +53+8.4% | Added |
| Versant Capital Management, Inc | 683 | $26.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 726 | $28.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 739 | $28.9K | 0.00% | +453+158.4% | Added |
| Harbour Investments, Inc. | 753 | $29.4K | 0.00% | +101+15.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 786 | $30.7K | 0.00% | +60+8.3% | Added |
| Colonial Trust Advisors | 800 | $31.2K | 0.00% | +800 | New |
| Bogart Wealth, LLC | 875 | $34.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 914 | $35.7K | 0.00% | −88−8.8% | Reduced |
| Optiver Holding B.V. | 952 | $37.2K | 0.00% | +812+580.0% | Added |
| TD Waterhouse Canada Inc. | 1,020 | $39.4K | 0.00% | −3,092−75.2% | Reduced |
| MPWM Advisory Solutions, LLC | 1,135 | $44.3K | 0.02% | −565−33.2% | Reduced |
| Smartleaf Asset Management LLC | 1,319 | $51.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,379 | $53.3K | 0.00% | +486+54.4% | Added |
| Manchester Capital Management LLC | 1,446 | $56.5K | 0.01% | +324+28.9% | Added |
| Millstone Evans Group, LLC | 1,800 | $70.3K | 0.04% | +50+2.9% | Added |
| Trust Co of Vermont | 1,800 | $70.3K | 0.00% | +1,800 | New |
| Addison Advisors LLC | 1,843 | $72.0K | 0.03% | −792−30.1% | Reduced |
| Group One Trading, L.P. | 1,846 | $72.1K | 0.00% | +1,846 | New |
| Northwestern Mutual Wealth Management Co | 1,937 | $75.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,387 | $93.2K | 0.00% | +12+0.5% | Added |
| Osterweis Capital Management Inc | 2,390 | $93.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,440 | $95.0K | 0.00% | 00.0% | Unchanged |
| First National Bank | 2,450 | $95.7K | 0.04% | +2,450 | New |
| Steward Partners Investment Advisory, LLC | 2,474 | $96.6K | 0.00% | +169+7.3% | Added |
| Spire Wealth Management | 2,500 | $97.6K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 2,541 | $99.2K | 0.01% | +27+1.1% | Added |
| Sterling Capital Management LLC | 2,601 | $101.6K | 0.00% | −1,554−37.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,799 | $109.3K | 0.01% | +1,829+188.6% | Added |
| Nykredit A/S | 2,890 | $112.9K | 0.00% | +2,890 | New |
| MeadowBrook Investment Advisors LLC | 3,045 | $118.9K | 0.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,186 | $126.1K | 0.00% | +323+11.3% | Added |
| SRS Capital Advisors, Inc. | 3,233 | $126.2K | 0.00% | +3,018+1,403.7% | Added |
| Hantz Financial Services, Inc. | 3,330 | $130.0K | 0.00% | +708+27.0% | Added |
| International Assets Investment Management, LLC | 3,595 | $138.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 3,649 | $142.5K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $156.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 4,143 | $162.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,903 | $191.5K | 0.00% | −7,820−61.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $195.3K | 0.00% | 00.0% | Unchanged |