Who owns HA Sustainable Infrastructure Capital (HASI)
Which tracked institutional funds hold HASI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HASI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
106 tracked funds added or opened HASI while 52 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HASI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HASI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HASI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 374 tracked filers holding HASI, 200 increased or opened the position and 166 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HASI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- DANSKE BANK A/S$8M
- D. E. Shaw & Co., Inc.$8M
- TUDOR INVESTMENT CORP ET AL$7M
- Ilex Capital Partners (UK) LLP$4M
- Jupiter Topco LLC$2M
- HUSSMAN STRATEGIC ADVISORS, INC.$2M
Full exits 28
- T. Rowe Price Investment Management, Inc.$252M
- Amundi$89M
- Handelsbanken Fonder AB$34M
- Border to Coast Pensions Partnership Ltd$18M
- NATURAL INVESTMENTS, LLC$7M
- DekaBank Deutsche Girozentrale$6M
Largest adds
- BlackRock, Inc.$207M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$60M
- NORGES BANK$41M
- JPMORGAN CHASE & CO$33M
- GEODE CAPITAL MANAGEMENT, LLC$31M
- STATE STREET CORP$26M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$37M
- BNP PARIBAS ASSET MANAGEMENT Holding S.A.$26M
- Erste Asset Management GmbH$16M
- BNP PARIBAS FINANCIAL MARKETS$12M
- SCHRODER INVESTMENT MANAGEMENT GROUP$7M
- JANE STREET GROUP, LLC$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 21,357,545 | $834M | 18.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 9,778,291 | $382M | 8.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 7,905,349 | $309M | 6.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,773,860 | $225M | 5.0% | 2026-Q2 |
| STATE STREET CORP added | 5,733,734 | $224M | 5.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 4,564,467 | $168M | 3.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,475,858 | $175M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,697,531 | $144M | 3.2% | 2026-Q2 |
| Invesco Ltd. added | 2,850,145 | $111M | 2.5% | 2026-Q2 |
| MORGAN STANLEY added | 2,330,143 | $91M | 2.0% | 2026-Q2 |
| FMR LLC trimmed | 2,046,349 | $80M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,794,313 | $70M | 1.6% | 2026-Q2 |
| NORGES BANK added | 1,736,932 | $68M | 1.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,688,146 | $66M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,683,129 | $66M | 1.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,662,808 | $65M | 1.4% | 2026-Q2 |
| Erste Asset Management GmbH trimmed | 1,611,218 | $63M | 1.4% | 2026-Q2 |
| Swedbank AB added | 1,591,618 | $62M | 1.4% | 2026-Q2 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 1,558,663 | $61M | 1.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,534,959 | $60M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,310,518 | $51M | 1.1% | 2026-Q2 |
| Hood River Capital Management LLC trimmed | 1,301,308 | $51M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,219,918 | $48M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,209,286 | $47M | 1.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,053,273 | $41M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 1,040,778 | $41M | 0.9% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 901,987 | $35M | 0.8% | 2026-Q2 |
| Mizuho Markets Cayman LP | 900,000 | $35M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 851,532 | $33M | 0.7% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 847,819 | $33M | 0.7% | 2026-Q2 |
| Tidal Investments LLC added | 784,316 | $31M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 698,181 | $27M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 683,194 | $27M | 0.6% | 2026-Q2 |
| Triodos Investment Management BV added | 675,000 | $26M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 617,688 | $24M | 0.5% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 590,664 | $23M | 0.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 465,629 | $18M | 0.4% | 2026-Q2 |
| ABN AMRO Bank N.V. added | 457,841 | $18M | 0.4% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 455,438 | $18M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 449,728 | $18M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 439,040 | $17M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 435,138 | $17M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 391,625 | $15M | 0.3% | 2026-Q2 |
| Rathbones Group PLC trimmed | 384,838 | $15M | 0.3% | 2026-Q2 |
| LBP AM SA added | 359,876 | $14M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 356,530 | $14M | 0.3% | 2026-Q2 |
| Boston Common Asset Management, LLC added | 337,713 | $13M | 0.3% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 333,629 | $13M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 328,692 | $13M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 322,345 | $13M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 320,720 | $13M | 0.3% | 2026-Q2 |
| Raiffeisen Bank International AG | 311,710 | $12M | 0.3% | 2026-Q2 |
| ABN AMRO INVESTMENT SOLUTIONS added | 308,830 | $12M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 305,101 | $12M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 300,381 | $12M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 293,881 | $11M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 274,133 | $11M | 0.2% | 2026-Q2 |
| Union Bancaire Privee, UBP SA added | 270,086 | $10M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 256,434 | $10M | 0.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 254,241 | $10M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 242,918 | $9M | 0.2% | 2026-Q2 |
| Groupe la Francaise added | 241,208 | $9M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 229,587 | $9M | 0.2% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 224,619 | $9M | 0.2% | 2026-Q2 |
| PFG Investments, LLC trimmed | 223,406 | $9M | 0.2% | 2026-Q2 |
| EDENTREE ASSET MANAGEMENT Ltd trimmed | 221,300 | $9M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 219,575 | $9M | 0.2% | 2026-Q2 |
| DANSKE BANK A/S added | 216,388 | $8M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 204,139 | $8M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 198,183 | $8M | 0.2% | 2026-Q2 |
| ProShare Advisors LLC added | 196,963 | $8M | 0.2% | 2026-Q2 |
| Pier Capital, LLC added | 185,860 | $7M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 182,092 | $7M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 179,544 | $7M | 0.2% | 2026-Q2 |
| NIA IMPACT ADVISORS, LLC added | 178,539 | $7M | 0.2% | 2026-Q2 |
| Avalon Trust Co trimmed | 177,782 | $7M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 171,900 | $7M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 167,518 | $7M | 0.1% | 2026-Q2 |
| Clean Yield Group trimmed | 167,397 | $7M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 164,272 | $6M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 162,561 | $6M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 161,963 | $6M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 161,496 | $6M | 0.1% | 2026-Q2 |
| SFE Investment Counsel trimmed | 154,759 | $6M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 147,540 | $6M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 145,131 | $6M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 140,380 | $5M | 0.1% | 2026-Q2 |
| Man Group plc added | 134,502 | $5M | 0.1% | 2026-Q2 |
| PDT Partners, LLC added | 132,039 | $5M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 132,025 | $5M | 0.1% | 2026-Q2 |
| Castlefield Investment Partners LLP added | 125,742 | $5M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 123,322 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 122,638 | $5M | 0.1% | 2026-Q2 |
| Truvestments Capital LLC added | 107,630 | $4M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 106,110 | $4M | 0.1% | 2026-Q2 |
| SEB Asset Management AB added | 106,091 | $4M | 0.1% | 2026-Q2 |
| Pallas Capital Advisors LLC trimmed | 102,945 | $4M | 0.1% | 2026-Q2 |
| TRILLIUM ASSET MANAGEMENT, LLC trimmed | 93,314 | $4M | 0.1% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP new | 91,161 | $4M | 0.1% | 2026-Q2 |
| SHELTON CAPITAL MANAGEMENT trimmed | 90,757 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.