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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 5,623 | $219.6K | 0.00% | +5,623 | New |
| Merit Financial Group, LLC | 5,561 | $217.1K | 0.00% | +61+1.1% | Added |
| Peapack Gladstone Financial Corp | 5,488 | $214.0K | 0.00% | +5,488 | New |
| Vestmark Advisory Solutions, Inc. | 5,306 | $207.2K | 0.00% | +5,306 | New |
| Van Hulzen Asset Management, LLC | 5,300 | $207.0K | 0.01% | +5,300 | New |
| Ridge Creek Global, Inc | 5,199 | $203.0K | 0.16% | +5,199 | New |
| Walleye Trading LLC | 5,137 | $200.6K | 0.00% | +708+16.0% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $195.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,903 | $191.5K | 0.00% | −7,820−61.5% | Reduced |
| KBC Group NV | 4,143 | $162.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $156.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 3,649 | $142.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,595 | $138.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,330 | $130.0K | 0.00% | +708+27.0% | Added |
| SRS Capital Advisors, Inc. | 3,233 | $126.2K | 0.00% | +3,018+1,403.7% | Added |
| Jones Financial Companies LLLP | 3,186 | $126.1K | 0.00% | +323+11.3% | Added |
| MeadowBrook Investment Advisors LLC | 3,045 | $118.9K | 0.09% | 00.0% | Unchanged |
| Nykredit A/S | 2,890 | $112.9K | 0.00% | +2,890 | New |
| Caitong International Asset Management Co., Ltd | 2,799 | $109.3K | 0.01% | +1,829+188.6% | Added |
| Sterling Capital Management LLC | 2,601 | $101.6K | 0.00% | −1,554−37.4% | Reduced |
| Cheviot Value Management, LLC | 2,541 | $99.2K | 0.01% | +27+1.1% | Added |
| Spire Wealth Management | 2,500 | $97.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,474 | $96.6K | 0.00% | +169+7.3% | Added |
| First National Bank | 2,450 | $95.7K | 0.04% | +2,450 | New |
| Smithfield Trust Co | 2,440 | $95.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,390 | $93.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,387 | $93.2K | 0.00% | +12+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,937 | $75.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,846 | $72.1K | 0.00% | +1,846 | New |
| Addison Advisors LLC | 1,843 | $72.0K | 0.03% | −792−30.1% | Reduced |
| 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 |
| Manchester Capital Management LLC | 1,446 | $56.5K | 0.01% | +324+28.9% | Added |
| Salomon & Ludwin, LLC | 1,379 | $53.3K | 0.00% | +486+54.4% | Added |
| Smartleaf Asset Management LLC | 1,319 | $51.4K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1,135 | $44.3K | 0.02% | −565−33.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,020 | $39.4K | 0.00% | −3,092−75.2% | Reduced |
| Optiver Holding B.V. | 952 | $37.2K | 0.00% | +812+580.0% | Added |
| Kemnay Advisory Services Inc. | 914 | $35.7K | 0.00% | −88−8.8% | Reduced |
| Bogart Wealth, LLC | 875 | $34.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 800 | $31.2K | 0.00% | +800 | New |
| Pinnacle Wealth Planning Services, Inc. | 786 | $30.7K | 0.00% | +60+8.3% | Added |
| Harbour Investments, Inc. | 753 | $29.4K | 0.00% | +101+15.5% | Added |
| National Bank of Canada | 739 | $28.9K | 0.00% | +453+158.4% | Added |
| Los Angeles Capital Management LLC | 726 | $28.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 683 | $26.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 682 | $26.6K | 0.00% | +53+8.4% | Added |
| Simplex Trading, LLC | 671 | $26.2K | 0.00% | +671 | New |
| EverSource Wealth Advisors, LLC | 633 | $24.7K | 0.00% | −291−31.5% | Reduced |
| Signaturefd, LLC | 617 | $24.1K | 0.00% | +225+57.4% | Added |
| Public Employees Retirement System of Ohio | 574 | $22.4K | 0.00% | +1+0.2% | Added |
| Twin Lakes Capital Management, LLC | 518 | $20.2K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 503 | $19.6K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 473 | $18.5K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 455 | $17.8K | 0.00% | +5+1.1% | Added |
| Graticule Asia Macro Advisors LLC | 431 | $16.8K | 0.00% | +431 | New |
| Rossby Financial, LCC | 427 | $16.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 407 | $15.9K | 0.00% | +2+0.5% | Added |
| Hilltop National Bank | 400 | $15.6K | 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 |
| Assetmark, Inc | 296 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 289 | $11.3K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 278 | $10.9K | 0.00% | +7+2.6% | Added |
| Stone House Investment Management, LLC | 267 | $10.4K | 0.00% | +11+4.3% | Added |
| Larson Financial Group LLC | 253 | $9.87K | 0.00% | −5−1.9% | Reduced |
| First Pacific Financial | 249 | $9.73K | 0.00% | +3+1.2% | Added |
| Crews Bank & Trust | 240 | $9.37K | 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 |
| JNBA Financial Advisors | 217 | $8.47K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 200 | $7.81K | 0.00% | −15−7.0% | Reduced |
| Essential Partners LLC | 171 | $6.68K | 0.00% | −2−1.2% | Reduced |
| Pflug Koory, LLC | 160 | $6.25K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 154 | $6.01K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 151 | $5.90K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 135 | $5.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $4.02K | 0.00% | −5−4.6% | Reduced |
| Elevated Capital Advisors, LLC | 103 | $4.02K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 100 | $3.90K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 96 | $3.75K | 0.00% | +3+3.2% | Added |
| Allied Private Wealth LLC | 100 | $3.74K | 0.00% | +100 | New |
| Abound Wealth Management | 79 | $3.08K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 76 | $2.97K | 0.00% | +76 | New |
| Farmers & Merchants Investments Inc | 65 | $2.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $2.07K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 49 | $1.91K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 34 | $1.33K | 0.00% | +34 | New |
| Plante Moran Financial Advisors, LLC | 28 | $1.09K | 0.00% | +28 | New |
| Covestor Ltd | 35 | $1.00K | 0.00% | +7+25.0% | Added |
| Bernard Wealth Management Corp. | 21 | $821 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 21 | $821 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $820 | 0.00% | −4−16.0% | Reduced |
| Ankerstar Wealth, LLC | 20 | $781 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 20 | $781 | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 18 | $703 | 0.00% | +18 | New |
| Torren Management, LLC | 11 | $431 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $430 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $273 | 0.00% | +7 | New |
| Greykasell Wealth Strategies, Inc. | 6 | $234 | 0.00% | 00.0% | Unchanged |