HA SUSTAINABLE INFRA CAP INC (HASI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
375
Reporting holders
$4.8B
Reported value
96.0%
Of shares outstanding
0.3%
Held as options
+13
Holder change
Institutions report 123,311,608 shares against 128,495,790 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $834.0M | 21,357,545 | 0.01% | 8q | +6.2%+$48.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $381.8M | 9,778,291 | 0.07% | 31q | -14.1%-$62.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $308.7M | 7,905,349 | 0.01% | 2q | +2.2%+$6.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $225.5M | 5,773,860 | 0.00% | 2q | +1.3%+$3.0M |
| STATE STREET CORP | $223.9M | 5,733,734 | 0.01% | 31q | +6.2%+$13.1M |
| JPMORGAN CHASE & CO | $174.6M | 4,475,858 | 0.01% | 31q | +13.2%+$20.3M |
| ALLIANCEBERNSTEIN L.P. | $167.7M | 4,564,467 | 0.06% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $144.4M | 3,697,531 | 0.01% | 31q | +19.6%+$23.7M |
| Invesco Ltd. | $111.3M | 2,850,145 | 0.01% | 31q | +5.7%+$6.0M |
| Amundi | $93.4M | 2,388,998 | 0.02% | 17q | -1.4%-$1.3M |
| MORGAN STANLEY | $91.0M | 2,330,143 | 0.00% | 35q | +14.0%+$11.2M |
| FMR LLC | $79.9M | 2,046,349 | 0.00% | 24q | -6.8%-$5.8M |
| NORTHERN TRUST CORP | $70.1M | 1,794,313 | 0.01% | 31q | +13.8%+$8.5M |
| NORGES BANK | $67.8M | 1,736,932 | 0.01% | 31q | -8.3%-$6.2M |
| Rockefeller Capital Management L.P. | $65.9M | 1,688,146 | 0.10% | 31q | +3.8%+$2.4M |
| GOLDMAN SACHS GROUP INC | $65.7M | 1,683,129 | 0.01% | 31q | -4.3%-$3.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $64.8M | 1,662,808 | 0.05% | 9q | -17.4%-$13.7M |
| Erste Asset Management GmbH | $63.0M | 1,611,218 | 0.49% | 31q | -26.7%-$22.9M |
| Swedbank AB | $62.2M | 1,591,618 | 0.05% | 21q | +45.8%+$19.5M |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $60.9M | 1,558,663 | 4.17% | 31q | +1.8%+$1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $59.9M | 1,534,959 | 0.01% | 31q | +31354.1%+$59.7M |
| Bank of New York Mellon Corp | $51.2M | 1,310,518 | 0.01% | 31q | +3.1%+$1.5M |
| Hood River Capital Management LLC | $50.8M | 1,301,308 | 0.37% | 26q | -1.7%-$882.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.6M | 1,219,918 | 0.01% | 31q | +2.7%+$1.2M |
| Sixth Street Partners Management Company, L.P. | $47.6M | 1,219,918 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $47.2M | 1,209,286 | 0.00% | 31q | -15.3%-$8.5M |
| DEUTSCHE BANK AG\ | $41.1M | 1,053,273 | 0.01% | 34q | +6.7%+$2.6M |
| UBS Group AG | $40.6M | 1,040,778 | 0.01% | 31q | -9.2%-$4.1M |
| STOREBRAND ASSET MANAGEMENT AS | $35.2M | 901,987 | 0.09% | 3q | +2.7%+$924.2K |
| Mizuho Markets Cayman LP | $35.1M | 900,000 | 1.32% | 2q | HELD |
| Public Sector Pension Investment Board | $34.3M | 878,080 | 0.04% | 12q | +92.3%+$16.5M |
| VANGUARD FIDUCIARY TRUST CO | $33.3M | 851,532 | 0.01% | 2q | +3.1%+$985.2K |
| Aristotle Capital Boston, LLC | $33.1M | 847,819 | 2.22% | 14q | -17.4%-$7.0M |
| Tidal Investments LLC | $30.6M | 784,316 | 0.05% | 2q | +6.9%+$2.0M |
| Baird Financial Group, Inc. | $27.3M | 698,181 | 0.04% | 31q | -1.9%-$538.1K |
| ROYAL BANK OF CANADA | $26.7M | 683,194 | 0.00% | 31q | +4.2%+$1.1M |
| Triodos Investment Management BV | $26.4M | 675,000 | 1.61% | 31q | +22.7%+$4.9M |
| PRINCIPAL FINANCIAL GROUP INC | $24.1M | 617,688 | 0.01% | 14q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $23.1M | 590,664 | 0.04% | 6q | -1.0%-$232.4K |
| VICTORY CAPITAL MANAGEMENT INC | $18.2M | 465,629 | 0.01% | 28q | +55.9%+$6.5M |
| ABN AMRO Bank N.V. | $17.9M | 457,841 | 0.23% | 14q | +6.8%+$1.1M |
| Robeco Institutional Asset Management B.V. | $17.8M | 455,438 | 0.02% | 14q | HELD |
| FIRST TRUST ADVISORS LP | $17.6M | 449,728 | 0.01% | 31q | +17.4%+$2.6M |
| Nuveen, LLC | $17.0M | 435,138 | 0.00% | 6q | +4.7%+$764.4K |
| CITIGROUP INC | $15.3M | 391,625 | 0.01% | 31q | +50.9%+$5.2M |
| Rathbones Group PLC | $15.0M | 384,838 | 0.06% | 25q | -2.5%-$383.6K |
| LBP AM SA | $14.1M | 359,876 | 0.14% | 8q | +5.8%+$771.8K |
| NEUBERGER BERMAN GROUP LLC | $13.9M | 356,530 | 0.01% | 31q | -7.6%-$1.1M |
| Boston Common Asset Management, LLC | $13.2M | 337,713 | 0.78% | 31q | +5.6%+$700.7K |
| CREDIT AGRICOLE S A | $13.0M | 333,629 | 0.03% | 9q | +20.4%+$2.2M |
| Squarepoint Ops LLC | $12.8M | 328,692 | 0.01% | 2q | +83.7%+$5.8M |
| SEI INVESTMENTS CO | $12.6M | 322,345 | 0.01% | 17q | -21.6%-$3.5M |
| RHUMBLINE ADVISERS | $12.5M | 320,720 | 0.01% | 31q | -9.0%-$1.2M |
| Raiffeisen Bank International AG | $12.1M | 311,710 | 0.14% | 7q | HELD |
| ABN AMRO INVESTMENT SOLUTIONS | $12.1M | 308,830 | 0.10% | 14q | +36.7%+$3.2M |
| Balyasny Asset Management L.P. | $11.9M | 305,101 | 0.01% | 3q | +274.6%+$8.7M |
| STATE OF WISCONSIN INVESTMENT BOARD | $11.7M | 300,381 | 0.02% | 24q | -2.6%-$317.4K |
| Legal & General Group Plc | $11.5M | 293,881 | 0.00% | 31q | HELD |
| OPPENHEIMER & CO INC | $10.7M | 274,133 | 0.11% | 31q | -4.6%-$520.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.2M | 12,184 | 0.00% | 31q | -70.3%-$24.0M |
| Swiss National Bank | $10.0M | 256,434 | 0.01% | 31q | +2.8%+$273.4K |
| VAN ECK ASSOCIATES CORP | $9.9M | 254,241 | 0.01% | 31q | +31.4%+$2.4M |
| Union Bancaire Privee, UBP SA | $9.5M | 270,086 | 0.10% | 3q | +1.4%+$135.7K |
| ENVESTNET ASSET MANAGEMENT INC | $9.5M | 242,918 | 0.00% | 30q | +5.1%+$458.3K |
| WELLS FARGO & COMPANY/MN | $9.0M | 229,587 | 0.00% | 31q | -29.4%-$3.7M |
| AGF MANAGEMENT LTD | $8.8M | 224,619 | 0.03% | 11q | +0.9%+$75.3K |
| PFG Investments, LLC | $8.7M | 223,406 | 0.34% | 14q | HELD |
| EDENTREE ASSET MANAGEMENT Ltd | $8.6M | 221,300 | 2.63% | 13q | -22.0%-$2.4M |
| AMERIPRISE FINANCIAL INC | $8.6M | 219,575 | 0.00% | 30q | -52.1%-$9.3M |
| DANSKE BANK A/S | $8.4M | 216,388 | 0.02% | new | NEW |
| D. E. Shaw & Co., Inc. | $8.0M | 204,139 | 0.00% | new | NEW |
| Waverly Advisors, LLC | $7.7M | 198,183 | 0.04% | 6q | -2.7%-$218.8K |
| ProShare Advisors LLC | $7.7M | 196,963 | 0.01% | 25q | +2.4%+$179.5K |
| Pier Capital, LLC | $7.3M | 185,860 | 0.96% | 2q | +55.3%+$2.6M |
| ALPS ADVISORS INC | $7.0M | 179,544 | 0.03% | 31q | +20.2%+$1.2M |
| NIA IMPACT ADVISORS, LLC | $7.0M | 178,539 | 2.89% | 21q | +6.5%+$425.3K |
| Avalon Trust Co | $6.9M | 177,782 | 0.43% | 14q | -0.9%-$63.1K |
| TUDOR INVESTMENT CORP ET AL | $6.7M | 171,900 | 0.01% | new | NEW |
| California Public Employees Retirement System | $6.5M | 167,518 | 0.00% | 31q | -26.2%-$2.3M |
| Clean Yield Group | $6.5M | 167,397 | 1.62% | 31q | -1.1%-$75.4K |
| FRANKLIN RESOURCES INC | $6.4M | 164,272 | 0.00% | 10q | +0.7%+$41.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 162,561 | 0.01% | 31q | -9.4%-$657.6K |
| RAYMOND JAMES FINANCIAL INC | $6.3M | 161,963 | 0.00% | 7q | -3.2%-$210.7K |
| AMERICAN CENTURY COMPANIES INC | $6.3M | 161,496 | 0.00% | 2q | +91.6%+$3.0M |
| SFE Investment Counsel | $6.0M | 154,759 | 0.81% | 31q | -2.4%-$151.4K |
| LPL Financial LLC | $5.7M | 145,131 | 0.00% | 30q | +3.0%+$162.5K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $5.5M | 140,380 | 0.01% | 6q | -83.6%-$27.9M |
| Man Group plc | $5.3M | 134,502 | 0.01% | 4q | +15.8%+$717.6K |
| PDT Partners, LLC | $5.2M | 132,039 | 0.27% | 2q | +23.1%+$968.1K |
| PRUDENTIAL FINANCIAL INC | $5.2M | 132,025 | 0.01% | 14q | -50.1%-$5.2M |
| Castlefield Investment Partners LLP | $4.9M | 125,742 | 3.33% | 3q | +1.6%+$76.7K |
| Pathstone Holdings, LLC | $4.8M | 123,322 | 0.01% | 11q | -2.7%-$134.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.8M | 122,638 | 0.00% | 2q | +9.7%+$422.0K |
| Louisiana State Employees Retirement System | $4.3M | 112,600 | 0.03% | 12q | +98.9%+$2.1M |
| Truvestments Capital LLC | $4.2M | 107,630 | 0.62% | 18q | HELD |
| CIBC Bancorp USA Inc. | $4.1M | 106,110 | 0.01% | 3q | -18.9%-$962.9K |
| SEB Asset Management AB | $4.1M | 106,091 | 0.02% | 2q | +222.5%+$2.9M |
| Pallas Capital Advisors LLC | $4.0M | 102,945 | 0.12% | 7q | -9.9%-$441.8K |
| TRILLIUM ASSET MANAGEMENT, LLC | $3.6M | 93,314 | 0.11% | 31q | -16.9%-$738.6K |
| Ilex Capital Partners (UK) LLP | $3.6M | 91,161 | 0.07% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 7.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 375 | $4.8B | 123,311,608 | 46 | 137 | 94 | 0.3% |
| Q1 2026 | 362 | $4.3B | 117,157,083 | 45 | 124 | 103 | 0.4% |
| Q4 2025 | 350 | $3.7B | 116,000,242 | 48 | 113 | 102 | 1.3% |
| Q3 2025 | 324 | $3.7B | 118,496,526 | 40 | 104 | 102 | 1.4% |
| Q2 2025 | 318 | $3.2B | 116,115,904 | 29 | 131 | 91 | 2.2% |
| Q1 2025 | 331 | $3.4B | 114,797,036 | 53 | 97 | 99 | 2.1% |
| Q4 2024 | 310 | $3.1B | 113,629,293 | 19 | 123 | 93 | 1.4% |
| Q3 2024 | 338 | $3.7B | 103,892,678 | 50 | 113 | 102 | 3.2% |
| Q2 2024 | 330 | $3.1B | 100,724,853 | 54 | 110 | 96 | 3.2% |
| Q1 2024 | 310 | $2.9B | 100,350,631 | 32 | 111 | 95 | 2.0% |
| Q4 2023 | 314 | $2.9B | 101,807,435 | 53 | 99 | 97 | 4.0% |
| Q3 2023 | 289 | $2.1B | 99,034,871 | 48 | 122 | 62 | 1.3% |
| Q2 2023 | 282 | $2.1B | 81,109,189 | 29 | 128 | 66 | 1.1% |
| Q1 2023 | 275 | $2.0B | 69,402,599 | 32 | 98 | 89 | 0.7% |
| Q4 2022 | 268 | $1.9B | 64,605,451 | 26 | 117 | 63 | 0.7% |
| Q3 2022 | 347 | $2.4B | 78,251,323 | 40 | 129 | 110 | 0.5% |
| Q2 2022 | 356 | $3.0B | 78,054,045 | 30 | 149 | 108 | 0.8% |
| Q1 2022 | 378 | $3.6B | 75,424,887 | 42 | 155 | 111 | 0.5% |
| Q4 2021 | 376 | $3.8B | 71,677,241 | 36 | 123 | 103 | 0.8% |
| Q3 2021 | 366 | $3.8B | 69,822,743 | 39 | 144 | 83 | 0.7% |
| Q2 2021 | 353 | $3.9B | 69,153,605 | 35 | 153 | 88 | 0.9% |
| Q1 2021 | 365 | $3.8B | 66,221,193 | 44 | 130 | 114 | 0.9% |
| Q4 2020 | 354 | $4.0B | 62,088,431 | 55 | 111 | 115 | 1.1% |
| Q3 2020 | 312 | $2.7B | 61,936,695 | 66 | 90 | 99 | 1.9% |
| Q2 2020 | 283 | $1.8B | 62,148,976 | 58 | 113 | 66 | 2.2% |
| Q1 2020 | 258 | $1.2B | 57,261,020 | 53 | 113 | 49 | 2.5% |
| Q4 2019 | 250 | $1.8B | 53,314,996 | 38 | 92 | 53 | 3.2% |
| Q3 2019 | 219 | $1.5B | 49,593,298 | 24 | 83 | 61 | 0.7% |
| Q2 2019 | 219 | $1.4B | 48,513,648 | 39 | 78 | 60 | 0.9% |
| Q1 2019 | 209 | $1.2B | 46,420,246 | 54 | 78 | 49 | 0.8% |
| Q4 2018 | 183 | $847.0M | 44,150,810 | 2 | 2 | 3 | 0.6% |