HA Sustainable Infrastructure Capital, Inc. - COMMON STOCK (HASI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
HASI on NYSE
Shares outstanding
127,008,519
Price per share
$34.04
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
124,746,813
Total reported value
$3,925,777,388
% of total 13F portfolios
0%
Share change
-171,719
Value change
-$4,384,132
Number of holders
366
Price from insider filings
$34.04
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HA Sustainable Infrastructure Capital, Inc. - COMMON STOCK (HASI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% -6.9% $475,872,791 -$23,778,836 17,716,783 -4.8% BlackRock, Inc. 30 Jun 2025
WELLINGTON MANAGEMENT GROUP LLP 10% $436,760,540 13,053,214 Wellington Management Group LLP 31 Dec 2025
T. Rowe Price Investment Management, Inc. 5.2% $220,984,663 6,604,443 T. Rowe Price Investment Management, Inc. 31 Dec 2025
FMR LLC 4.4% -18% $168,126,428 -$33,840,303 5,476,431 -17% FMR LLC 30 Sep 2025

As of 31 Dec 2025, 366 institutional investors reported holding 124,746,813 shares of HA Sustainable Infrastructure Capital, Inc. - COMMON STOCK (HASI). This represents 98% of the company’s total 127,008,519 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HA Sustainable Infrastructure Capital, Inc. - COMMON STOCK (HASI) together control 77% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 19,687,395 +8.6% 0.01% $618,774,840
VANGUARD GROUP INC 11% 14,050,580 +0.44% 0.01% $441,609,729
WELLINGTON MANAGEMENT GROUP LLP 9.8% 12,432,810 -5.6% 0.07% $390,763,217
T. Rowe Price Investment Management, Inc. 5.2% 6,604,443 +24% 0.13% $207,578,000
STATE STREET CORP 4.3% 5,417,644 +2% 0.01% $172,498,592
ALLIANCEBERNSTEIN L.P. 3.8% 4,774,493 +8.3% 0.05% $150,062,315
FMR LLC 2.4% 3,015,932 -43% 0% $94,790,754
GEODE CAPITAL MANAGEMENT, LLC 2.3% 2,944,810 +1.9% 0.01% $92,571,654
JPMORGAN CHASE & CO 2.1% 2,625,977 +27% 0.01% $82,534,511
Amundi 1.9% 2,471,035 -7.2% 0.02% $77,687,843
MORGAN STANLEY 1.8% 2,259,054 -13% 0% $71,002,149
Erste Asset Management GmbH 1.8% 2,251,786 +12% 0.61% $73,016,452
SCHRODER INVESTMENT MANAGEMENT GROUP 1.8% 2,248,200 +140% 0.05% $70,660,926
NORGES BANK 1.5% 1,895,047 0.01% $59,561,327
GOLDMAN SACHS GROUP INC 1.4% 1,817,969 +18% 0.01% $57,138,772
Invesco Ltd. 1.3% 1,656,700 +20% 0.01% $52,070,081
Swedbank AB 1.3% 1,635,072 0% 0.05% $51,390,313
Rockefeller Capital Management L.P. 1.2% 1,465,475 -24% 0.1% $46,059,935
NEUMEIER POMA INVESTMENT COUNSEL LLC 1.1% 1,392,799 +9.9% 3.6% $43,775,673
NORTHERN TRUST CORP 1.1% 1,388,583 -4.6% 0.01% $43,643,162
Bank of New York Mellon Corp 1% 1,280,713 -5% 0.01% $40,252,802
Aristotle Capital Boston, LLC 0.94% 1,190,236 -8.8% 2.1% $37,409,131
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.92% 1,174,171 +1.7% 0.01% $36,904,195
DEUTSCHE BANK AG\ 0.91% 1,152,986 +11% 0.01% $36,238,350
BANK OF AMERICA CORP /DE/ 0.86% 1,095,745 +11% 0% $34,439,267

Institutional Holders of HA Sustainable Infrastructure Capital, Inc. - COMMON STOCK (HASI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 124,746,813 $3,925,777,388 -$4,384,132 $31.43 366
2025 Q3 125,007,467 $3,837,780,830 +$12,662,918 $30.70 353
2025 Q2 124,866,782 $3,360,910,298 -$33,768,864 $26.86 351
2025 Q1 126,031,523 $3,683,232,831 +$83,266,894 $29.24 359
2024 Q4 123,187,755 $3,308,886,771 +$201,677,646 $26.83 340
2024 Q3 114,214,119 $3,935,470,069 +$58,825,318 $34.47 369
2024 Q2 112,549,084 $3,332,688,516 -$2,217,151 $29.60 363
2024 Q1 112,962,511 $3,203,341,316 +$14,989,803 $28.40 340
2023 Q4 112,894,153 $3,114,402,473 +$5,045,079 $27.58 342
2023 Q3 112,824,983 $2,391,204,050 +$337,435,771 $21.20 318
2023 Q2 96,704,229 $2,417,723,834 +$334,926,336 $25.00 315
2023 Q1 82,804,566 $2,366,249,101 +$64,147,856 $28.60 317
2022 Q4 80,058,063 $2,323,409,290 +$61,342,533 $28.98 330
2022 Q3 77,913,254 $2,331,492,338 -$105,391,265 $29.93 339
2022 Q2 77,417,360 $2,927,141,990 +$110,063,878 $37.86 346
2022 Q1 74,791,419 $3,549,614,817 +$157,413,951 $47.43 367
2021 Q4 71,193,118 $3,784,008,498 +$79,397,651 $53.12 366
2021 Q3 69,814,478 $3,736,765,186 +$63,119,372 $53.48 356
2021 Q2 68,563,611 $3,851,111,321 +$140,847,576 $56.15 345
2021 Q1 66,208,593 $3,714,554,061 +$163,223,676 $56.10 359
2020 Q4 61,623,506 $3,910,091,007 +$99,115,846 $63.43 350
2020 Q3 59,769,338 $2,526,336,857 +$66,108,216 $42.27 303
2020 Q2 58,375,270 $1,661,022,251 +$70,269,322 $28.46 274
2020 Q1 55,792,250 $1,138,772,109 +$85,183,742 $20.41 250
2019 Q4 52,186,019 $1,679,775,815 +$92,878,936 $32.18 243
2019 Q3 49,310,510 $1,437,373,102 +$33,701,655 $29.15 213
2019 Q2 48,196,010 $1,357,466,872 +$56,389,725 $28.18 212
2019 Q1 46,352,228 $1,188,522,472 +$87,587,216 $25.64 199
2018 Q4 43,459,696 $828,933,408 +$76,020,953 $19.05 180
2018 Q3 39,039,913 $838,163,672 +$27,834,738 $21.47 166
2018 Q2 38,221,883 $754,846,548 +$4,606,197 $19.75 167
2018 Q1 38,323,404 $747,284,454 -$8,602,334 $19.50 169
2017 Q4 38,616,311 $929,049,742 +$16,729,314 $24.06 175
2017 Q3 37,806,113 $921,328,167 +$7,261,379 $24.37 171
2017 Q2 37,746,464 $863,168,631 +$28,718,459 $22.87 163
2017 Q1 36,523,787 $737,736,837 +$112,077,080 $20.20 143
2016 Q4 35,075,785 $666,100,668 +$61,153,702 $18.99 153
2016 Q3 31,426,152 $734,295,018 +$37,737,840 $23.37 139
2016 Q2 30,130,786 $650,808,767 +$64,038,781 $21.60 140
2016 Q1 27,199,015 $522,446,551 +$15,744,589 $19.22 130
2015 Q4 26,382,033 $498,780,194 +$92,413,435 $18.92 129
2015 Q3 21,472,069 $369,862,041 +$17,800,872 $17.22 117
2015 Q2 20,498,827 $411,119,868 +$89,126,405 $20.05 102
2015 Q1 15,947,373 $291,506,343 +$22,066,428 $18.28 103
2014 Q4 15,022,925 $213,746,976 +$23,781,998 $14.23 93
2014 Q3 12,718,955 $175,774,408 +$2,276,043 $13.82 97
2014 Q2 12,512,625 $179,428,245 +$44,806,979 $14.34 92
2014 Q1 9,224,962 $132,377,801 +$7,327,969 $14.35 74