Who Owns HA Sustainable Infrastructure Capital, Inc. (HASI)?Hedge Fund & Institutional Holders

$36.47+0.26 (+0.71%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+9 / -3

Price History

$22.73$26.97$31.22$35.46$39.70Aug 24Jun 25Mar 26

HASI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SCHRODER INVESTMENT MANAGEMENT GROUPIncreased+1.3M+$40.1B
BANK OF AMERICA CORP /DE/Increased+107K+$32.0B
MIZUHO MARKETS AMERICAS LLCNew Position+828K+$26.0B
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+604K+$19.2B
PRINCIPAL FINANCIAL GROUP INCNew Position+601K+$18.9B
Robeco Institutional Asset Management B.V.New Position+551K+$17.3B
JPMORGAN CHASE & COIncreased+565K+$14.7B
ALLIANCEBERNSTEIN L.P.Increased+368K+$14.7B
Invesco Ltd.Increased+282K+$9.9B
GOLDMAN SACHS GROUP INCIncreased+271K+$8.5B
OPPENHEIMER & CO INCNew Position+270K+$8.5B
ABN AMRO Bank N.V.New Position+267K+$8.4B
PFG Investments, LLCNew Position+224K+$7.0B
Boston Common Asset Management, LLCNew Position+202K+$6.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+205K+$6.0B

HASI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITIGROUP INCDecreased-1.3M-$39.8B
MARSHALL WACE, LLPDecreased-594K-$28.1B
Tidal Investments LLCClosed Position-645K-$19.8B
WELLINGTON MANAGEMENT GROUP LLPDecreased-734K-$17.2B
Rathbones Group PLCDecreased-5K-$14.6B
Rockefeller Capital Management L.P.Decreased-453K-$13.9B
CIBC Bancorp USA Inc.Closed Position-348K-$10.7B
UBS Group AGDecreased-358K-$10.2B
FIRST TRUST ADVISORS LPDecreased-262K-$8.4B
ProShare Advisors LLCDecreased-42K-$7.5B
Waverly Advisors, LLCDecreased-2K-$6.5B
CREDIT AGRICOLE S ADecreased-42K-$5.8B
AmundiDecreased-192K-$5.8B
CIBC Private Wealth Group LLCDecreased-165K-$5.3B
D. E. Shaw & Co., Inc.Closed Position-159K-$4.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLINGTON MANAGEMENT GROUP LLP9,236,425$290.0B50.82%Share
2ALLIANCEBERNSTEIN L.P.4,774,493$150.0B47.37%Share
3SCHRODER INVESTMENT MANAGEMENT GROUP2,065,865$64.0B48.52%Share
4Amundi1,970,886$61.0B16.58%Share
5WELLINGTON MANAGEMENT GROUP LLP1,799,724$56.0B9.81%Share
6GOLDMAN SACHS GROUP INC1,672,058$52.0B6.41%Share
7FMR LLC1,616,117$50.0B2.55%Share
8Invesco Ltd.1,553,385$48.8B7.49%Share
9NEUMEIER POMA INVESTMENT COUNSEL LLC1,392,799$43.8B3.62%Share
10Rockefeller Capital Management L.P.1,308,615$41.0B73.81%Share
11JPMORGAN CHASE & CO1,292,085$40.0B2.51%Share
12Aristotle Capital Boston, LLC1,190,236$37.4B2.05%Share
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,174,171$36.0B5.59%Share
14NORTHERN TRUST CORP1,090,359$34.0B4.33%Share
15DEUTSCHE BANK AG\1,054,545$33.0B10.75%Share
16FMR LLC926,241$29.0B1.48%Share
17Hood River Capital Management LLC845,496$26.6B291.32%Share
18MIZUHO MARKETS AMERICAS LLC828,488$26.0B502.42%Share
19UBS Group AG737,852$23.2B3.76%Share
20Baird Financial Group, Inc.706,832$22.0B34.29%Share
21ROYAL BANK OF CANADA653,485$20.0B3.25%Share
22Universal- Beteiligungs- und Servicegesellschaft mbH603,904$19.2B31.24%Share
23PRINCIPAL FINANCIAL GROUP INC595,465$18.7B9.56%Share
24Triodos Investment Management BV550,000$17.6B1.27%Share
25Robeco Institutional Asset Management B.V.550,786$17.3B24.65%Share
26BANK OF AMERICA CORP /DE/521,089$16.0B1.16%Share
27WELLINGTON MANAGEMENT GROUP LLP500,438$15.0B2.63%Share
28JPMORGAN CHASE & CO500,377$15.0B0.94%Share
29JPMORGAN CHASE & CO474,420$14.0B0.88%Share
30FMR LLC467,165$14.0B0.71%Share
31WELLINGTON MANAGEMENT GROUP LLP436,588$13.0B2.28%Share
32PUBLIC SECTOR PENSION INVESTMENT BOARD436,400$13.0B43.65%Share
33Nuveen, LLC403,156$12.0B3.14%Share
34SEI INVESTMENTS CO405,907$12.0B11.84%Share
35Amundi350,354$11.0B2.99%Share
36Neuberger Berman Group LLC361,453$11.0B8.19%Share
37UBS Group AG329,236$10.3B1.68%Share
38RHUMBLINE ADVISERS340,534$10.0B8.08%Share
39STATE OF WISCONSIN INVESTMENT BOARD332,695$10.0B22.35%Share
40VICTORY CAPITAL MANAGEMENT INC337,775$10.0B5.64%Share
41FIRST TRUST ADVISORS LP305,359$9.0B6.54%Share
42Raiffeisen Bank International AG311,710$9.0B115.87%Share
43OPPENHEIMER & CO INC270,118$8.5B120.54%Share
44ABN AMRO Bank N.V.266,936$8.4B78.86%Share
45Connor, Clark & Lunn Investment Management Ltd.266,121$8.0B20.98%Share
46BANK OF AMERICA CORP /DE/258,471$8.0B0.58%Share
47FRANKLIN RESOURCES INC272,252$8.0B1.96%Share
48EDENTREE ASSET MANAGEMENT Ltd253,500$8.0B2.44%Share
49PFG Investments, LLC223,929$7.0B0.33%Share
50BARCLAYS PLC224,953$7.0B1.68%Share

HASI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025366$1.8T+126
Q3 2025240$1.6T-58
Q2 2025298$1.1T-56
Q1 2025354$2.3T+51
Q4 2024303$11.3T+27
Q3 2024276$125.4T+6
Q2 2024270$140.6T+26
Q1 2024244$87.2T—

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As of Q4 2025, 50 institutional investors hold HASI (HA Sustainable Infrastructure Capital, Inc.). The largest holder is WELLINGTON MANAGEMENT GROUP LLP with $290.0B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HASI?

As of Q4 2025, 50 institutional investors report holding HASI (HA Sustainable Infrastructure Capital, Inc.) in their 13F filings.

Who is the largest institutional holder of HASI?

The largest institutional holder of HASI is WELLINGTON MANAGEMENT GROUP LLP with $290.0B in shares.

Is institutional ownership of HASI increasing or decreasing?

This quarter, 9 institutions opened new positions in HASI and 3 closed their positions.