Who owns HASI (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-Q1 13F filings. 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
The tracked-fund tape on HASI is one-sided between 2025-Q4 and 2026-Q1: 130 added or opened and 41 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 388 tracked filers holding HASI, 190 increased or opened the position and 163 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 21
- VANGUARD PORTFOLIO MANAGEMENT LLC$284M
- VANGUARD CAPITAL MANAGEMENT LLC$209M
- Mizuho Markets Cayman LP$33M
- VANGUARD FIDUCIARY TRUST CO$30M
- Tidal Investments LLC$27M
- Squarepoint Ops LLC$7M
Full exits 18
- VANGUARD GROUP INC$436M
- MIZUHO MARKETS AMERICAS LLC$26M
- MARSHALL WACE, LLP$10M
- Capital Innovations LLC$6M
- CIBC Private Wealth Group LLC$5M
- Qube Research & Technologies Ltd$4M
Largest adds
- T. Rowe Price Investment Management, Inc.$192M
- JPMORGAN CHASE & CO$59M
- Invesco Ltd.$43M
- WELLINGTON MANAGEMENT GROUP LLP$28M
- STATE STREET CORP$26M
- Hood River Capital Management LLC$22M
Largest trims
- NORGES BANK$33M
- FMR LLC$19M
- Swedbank AB$11M
- Connor, Clark & Lunn Investment Management Ltd.$7M
- ALLIANCEBERNSTEIN L.P.$6M
- BARCLAYS PLC$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 17,071,847 | $627M | 13.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 11,388,611 | $419M | 8.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,738,171 | $284M | 5.9% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 6,845,558 | $252M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,697,899 | $209M | 4.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,398,446 | $198M | 4.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 4,574,980 | $144M | 3.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,954,489 | $142M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,091,213 | $114M | 2.4% | 2026-Q1 |
| Invesco Ltd. added | 2,596,400 | $95M | 2.0% | 2026-Q1 |
| Amundi trimmed | 2,422,219 | $89M | 1.9% | 2026-Q1 |
| Erste Asset Management GmbH trimmed | 2,197,143 | $79M | 1.6% | 2026-Q1 |
| FMR LLC trimmed | 2,055,508 | $76M | 1.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,043,658 | $75M | 1.6% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 2,013,470 | $72M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,759,629 | $65M | 1.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,625,764 | $60M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,577,312 | $58M | 1.2% | 2026-Q1 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 1,531,744 | $56M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,427,415 | $52M | 1.1% | 2026-Q1 |
| Hood River Capital Management LLC added | 1,323,910 | $49M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,271,566 | $47M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,188,247 | $44M | 0.9% | 2026-Q1 |
| UBS Group AG added | 1,146,158 | $42M | 0.9% | 2026-Q1 |
| Swedbank AB trimmed | 1,091,528 | $40M | 0.8% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 1,026,245 | $38M | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 986,725 | $36M | 0.8% | 2026-Q1 |
| Handelsbanken Fonder AB added | 923,484 | $34M | 0.7% | 2026-Q1 |
| Mizuho Markets Cayman LP new | 900,000 | $33M | 0.7% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 878,320 | $32M | 0.7% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 854,402 | $31M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 826,302 | $30M | 0.6% | 2026-Q1 |
| NORGES BANK trimmed | 923,068 | $27M | 0.6% | 2026-Q1 |
| Tidal Investments LLC added | 733,865 | $27M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 711,961 | $26M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 655,489 | $24M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 620,243 | $23M | 0.5% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 596,616 | $22M | 0.5% | 2026-Q1 |
| Triodos Investment Management BV | 550,000 | $20M | 0.4% | 2026-Q1 |
| Border to Coast Pensions Partnership Ltd added | 475,000 | $18M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 456,607 | $17M | 0.3% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 453,514 | $17M | 0.3% | 2026-Q1 |
| ABN AMRO Bank N.V. added | 428,567 | $16M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 415,563 | $15M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 411,353 | $15M | 0.3% | 2026-Q1 |
| Rathbones Group PLC trimmed | 394,662 | $15M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 385,934 | $14M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 382,976 | $14M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 352,583 | $13M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 350,141 | $13M | 0.3% | 2026-Q1 |
| LBP AM SA trimmed | 340,112 | $12M | 0.3% | 2026-Q1 |
| Boston Common Asset Management, LLC added | 319,770 | $12M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 308,509 | $11M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 307,605 | $11M | 0.2% | 2026-Q1 |
| Raiffeisen Bank International AG | 311,710 | $11M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 298,765 | $11M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 292,603 | $11M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 287,468 | $11M | 0.2% | 2026-Q1 |
| EDENTREE ASSET MANAGEMENT Ltd added | 283,800 | $10M | 0.2% | 2026-Q1 |
| CREDIT AGRICOLE S A added | 277,147 | $10M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 264,685 | $10M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 259,586 | $10M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 249,434 | $9M | 0.2% | 2026-Q1 |
| Union Bancaire Privee, UBP SA added | 266,234 | $9M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 231,182 | $8M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 229,265 | $8M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 226,978 | $8M | 0.2% | 2026-Q1 |
| ABN AMRO INVESTMENT SOLUTIONS added | 225,941 | $8M | 0.2% | 2026-Q1 |
| PFG Investments, LLC trimmed | 223,623 | $8M | 0.2% | 2026-Q1 |
| AGF MANAGEMENT LTD trimmed | 222,691 | $8M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 203,785 | $7M | 0.2% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC trimmed | 202,089 | $7M | 0.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 193,522 | $7M | 0.1% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 192,366 | $7M | 0.1% | 2026-Q1 |
| Groupe la Francaise trimmed | 183,651 | $7M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 179,402 | $7M | 0.1% | 2026-Q1 |
| Avalon Trust Co trimmed | 179,397 | $7M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 178,968 | $7M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 175,112 | $6M | 0.1% | 2026-Q1 |
| Clean Yield Group trimmed | 169,328 | $6M | 0.1% | 2026-Q1 |
| NIA IMPACT ADVISORS, LLC trimmed | 167,649 | $6M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 167,358 | $6M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 163,208 | $6M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 162,709 | $6M | 0.1% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 156,985 | $6M | 0.1% | 2026-Q1 |
| SFE Investment Counsel trimmed | 158,637 | $6M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 153,591 | $6M | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 149,403 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 146,396 | $5M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 140,969 | $5M | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 130,768 | $5M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 126,766 | $5M | 0.1% | 2026-Q1 |
| Castlefield Investment Partners LLP added | 123,778 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 13,863,752 | $436M | 9.1% | 2025-Q4 stale |
| MIZUHO MARKETS AMERICAS LLC added | 828,488 | $26M | 0.5% | 2025-Q4 stale |
| DEPRINCE RACE & ZOLLO INC trimmed | 490,572 | $13M | 0.3% | 2025-Q2 stale |
| MARSHALL WACE, LLP trimmed | 320,129 | $10M | 0.2% | 2025-Q4 stale |
| Capital Innovations LLC new | 187,959 | $6M | 0.1% | 2025-Q4 stale |
| NBW CAPITAL LLC added | 202,025 | $5M | 0.1% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC trimmed | 170,049 | $5M | 0.1% | 2025-Q4 stale |
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.