Also trades as: 0J2Z.L (LSE) · $vol 0M
HASI Institutional Ownership
HA Sustainable Infrastructure Capital, Inc.
1W: +4.3%
1M: +3.8%
3M: -1.2%
YTD: +16.9%
1Y: +28.6%
3Y: +139.9%
5Y: -21.0%
$37.17
+1.02 (+2.82%)
Weekly Expected Move ±2.7%
$34
$35
$36
$37
$38
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $418.3M held by 393 funds, 168 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — HASI
443
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
58
New Positions
157
Increased
147
Reduced
31
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (470 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 21,357,545 | $794M | +1,248,462 | +6.2% | 8Q | SEC ↗ |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 9,778,291 | $363M | -1,610,320 | -14.1% | 46Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,905,349 | $294M | +167,178 | +2.2% | 2Q | SEC ↗ |
| 4 | T. Rowe Price Investment Management, I | 6,668,469 | $248M | -177,089 | -2.6% | 17Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5,773,860 | $215M | +75,961 | +1.3% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 5,733,734 | $213M | +335,288 | +6.2% | 46Q | SEC ↗ |
| 7 | ALLIANCEBERNSTEIN L.P. | 4,564,467 | $170M | -10,513 | -0.2% | 46Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 4,475,858 | $166M | +521,369 | +13.2% | 38Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3,697,531 | $137M | +606,318 | +19.6% | 53Q | SEC ↗ |
| 10 | Invesco Ltd. | 2,850,145 | $106M | +152,941 | +5.7% | 53Q | SEC ↗ |
| 11 | Amundi | 2,388,998 | $89M | -33,221 | -1.4% | 17Q | SEC ↗ |
| 12 | MORGAN STANLEY | 2,330,143 | $87M | +286,485 | +14.0% | 53Q | SEC ↗ |
| 13 | FMR LLC | 2,046,349 | $76M | -149,374 | -6.8% | 24Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 1,794,313 | $67M | +217,001 | +13.8% | 53Q | SEC ↗ |
| 15 | NORGES BANK NEW | 1,736,932 | $65M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 1,688,146 | $63M | +62,382 | +3.8% | 34Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 1,683,129 | $63M | -76,500 | -4.3% | 15Q | SEC ↗ |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1,662,808 | $62M | -350,662 | -17.4% | 9Q | SEC ↗ |
| 19 | Erste Asset Management GmbH | 1,611,218 | $60M | -585,925 | -26.7% | 31Q | SEC ↗ |
| 20 | Swedbank AB | 1,591,618 | $59M | +500,090 | +45.8% | 22Q | SEC ↗ |
| 21 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 1,558,663 | $58M | +26,919 | +1.8% | 46Q | SEC ↗ |
| 22 | UBS AM, a distinct business unit of UB | 1,534,959 | $57M | +1,530,079 | +31354.1% | 37Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 1,310,518 | $49M | +38,952 | +3.1% | 53Q | SEC ↗ |
| 24 | Hood River Capital Management LLC | 1,301,308 | $48M | -22,602 | -1.7% | 26Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,219,918 | $45M | +31,671 | +2.7% | 15Q | SEC ↗ |
| 26 | Sixth Street Partners Management Compa NEW | 1,219,918 | $45M | — | +0.0% | 1Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 1,209,286 | $45M | -218,129 | -15.3% | 15Q | SEC ↗ |
| 28 | DEUTSCHE BANK AG | 1,053,273 | $39M | +66,548 | +6.7% | 52Q | SEC ↗ |
| 29 | UBS Group AG | 1,040,778 | $39M | -105,380 | -9.2% | 47Q | SEC ↗ |
| 30 | Handelsbanken Fonder AB | 918,870 | $34M | -4,614 | -0.5% | 40Q | SEC ↗ |
| 31 | STOREBRAND ASSET MANAGEMENT AS | 901,987 | $34M | +23,667 | +2.7% | 26Q | SEC ↗ |
| 32 | Mizuho Markets Cayman LP | 900,000 | $33M | — | +0.0% | 2Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 851,532 | $32M | +25,230 | +3.1% | 2Q | SEC ↗ |
| 34 | Aristotle Capital Boston, LLC | 847,819 | $32M | -178,426 | -17.4% | 14Q | SEC ↗ |
| 35 | Tidal Investments LLC | 784,316 | $29M | +50,451 | +6.9% | 2Q | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 698,181 | $26M | -13,780 | -1.9% | 45Q | SEC ↗ |
| 37 | ROYAL BANK OF CANADA | 683,194 | $25M | +27,710 | +4.2% | 53Q | SEC ↗ |
| 38 | Triodos Investment Management BV | 675,000 | $25M | +125,000 | +22.7% | 33Q | SEC ↗ |
| 39 | PRINCIPAL FINANCIAL GROUP INC | 617,688 | $23M | -2,555 | -0.4% | 14Q | SEC ↗ |
| 40 | Universal- Beteiligungs- und Servicege | 590,664 | $22M | -5,952 | -1.0% | 6Q | SEC ↗ |
| 41 | BESSEMER GROUP INC | 567,248 | $21M | +566,101 | +49354.9% | 11Q | SEC ↗ |
| 42 | Border to Coast Pensions Partnership L | 545,000 | $20M | +70,000 | +14.7% | 18Q | SEC ↗ |
| 43 | VICTORY CAPITAL MANAGEMENT INC | 465,629 | $17M | +166,864 | +55.9% | 28Q | SEC ↗ |
| 44 | ABN AMRO Bank N.V. | 457,841 | $17M | +29,274 | +6.8% | 14Q | SEC ↗ |
| 45 | Robeco Institutional Asset Management | 455,438 | $17M | +1,924 | +0.4% | 14Q | SEC ↗ |
| 46 | FIRST TRUST ADVISORS LP | 449,728 | $17M | +66,752 | +17.4% | 52Q | SEC ↗ |
| 47 | Public Sector Pension Investment Board | 439,040 | $16M | -17,567 | -3.8% | 12Q | SEC ↗ |
| 48 | Nuveen, LLC | 435,138 | $16M | +19,575 | +4.7% | 6Q | SEC ↗ |
| 49 | CITIGROUP INC | 391,625 | $15M | +132,039 | +50.9% | 52Q | SEC ↗ |
| 50 | Rathbones Group PLC | 384,838 | $14M | -9,824 | -2.5% | 25Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,736,932 | $65M |
| Sixth Street Partners Management Co | 1,219,918 | $45M |
| DANSKE BANK A/S | 216,388 | $8M |
| D. E. Shaw & Co., Inc. | 204,139 | $8M |
| Capital Innovations LLC | 187,959 | $7M |
| TUDOR INVESTMENT CORP ET AL | 171,900 | $6M |
| Ilex Capital Partners (UK) LLP | 91,161 | $3M |
| Curated Wealth Partners LLC | 85,000 | $3M |
| Jupiter Topco LLC | 57,405 | $2M |
| HUSSMAN STRATEGIC ADVISORS, INC. | 42,000 | $2M |
| Engineers Gate Manager LP | 36,192 | $1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 34,277 | $1M |
| Fideuram Asset Management (Ireland) | 30,000 | $1M |
| Fulcrum Asset Management LLP | 26,286 | $977K |
| Allianz SE | 24,144 | $897K |
| MIZUHO MARKETS AMERICAS LLC | 21,845 | $812K |
| GWN SECURITIES INC. | 18,562 | $690K |
| MARSHALL WACE, LLP | 16,933 | $629K |
| MANGROVE PARTNERS IM, LLC | 13,747 | $511K |
| BRASADA CAPITAL MANAGEMENT, LP | 13,000 | $483K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Qube Research & Technologies Ltd | 125,536 | $5M |
| Ruffer LLP | 91,948 | $3M |
| Advisors Preferred, LLC | 66,376 | $2M |
| Brevan Howard Capital Management LP | 62,888 | $2M |
| Maven Securities LTD | 57,196 | $2M |
| Connor, Clark & Lunn Investment Man | 47,123 | $2M |
| SG Americas Securities, LLC | 42,216 | $2M |
| GUGGENHEIM CAPITAL LLC | 37,663 | $1M |
| HRT FINANCIAL LP | 33,757 | $1M |
| Skandinaviska Enskilda Banken AB (p | 32,900 | $1M |
| Lombard Odier Asset Management (USA | 32,361 | $1M |
| EXCHANGE TRADED CONCEPTS, LLC | 27,817 | $1M |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 26,000 | $966K |
| Versor Investments LP | 21,700 | $807K |
| JENNISON ASSOCIATES LLC | 19,394 | $721K |
| FIL Ltd | 17,839 | $663K |
| Mariner, LLC | 16,353 | $608K |
| Focus Partners Wealth | 14,543 | $541K |
| Dynamic Technology Lab Private Ltd | 11,592 | $431K |
| ALGERT GLOBAL LLC | 10,330 | $384K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS AM, a distinct business unit of | +1,530,079 | +31354.1% | 1,534,959 |
| BlackRock, Inc. | +1,248,462 | +6.2% | 21,357,545 |
| GEODE CAPITAL MANAGEMENT, LLC | +606,318 | +19.6% | 3,697,531 |
| BESSEMER GROUP INC | +566,101 | +49354.9% | 567,248 |
| JPMORGAN CHASE & CO | +521,369 | +13.2% | 4,475,858 |
| Swedbank AB | +500,090 | +45.8% | 1,591,618 |
| STATE STREET CORP | +335,288 | +6.2% | 5,733,734 |
| MORGAN STANLEY | +286,485 | +14.0% | 2,330,143 |
| Balyasny Asset Management L.P. | +223,650 | +274.6% | 305,101 |
| NORTHERN TRUST CORP | +217,001 | +13.8% | 1,794,313 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +167,178 | +2.2% | 7,905,349 |
| VICTORY CAPITAL MANAGEMENT INC | +166,864 | +55.9% | 465,629 |
| Invesco Ltd. | +152,941 | +5.7% | 2,850,145 |
| Squarepoint Ops LLC | +149,724 | +83.7% | 328,692 |
| CITIGROUP INC | +132,039 | +50.9% | 391,625 |
| Triodos Investment Management BV | +125,000 | +22.7% | 675,000 |
| ABN AMRO INVESTMENT SOLUTIONS | +82,889 | +36.7% | 308,830 |
| AMERICAN CENTURY COMPANIES INC | +77,215 | +91.6% | 161,496 |
| VANGUARD CAPITAL MANAGEMENT LLC | +75,961 | +1.3% | 5,773,860 |
| SEB Asset Management AB | +73,191 | +222.5% | 106,091 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -1,610,320 | -14.1% | 9,778,291 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -714,022 | -83.6% | 140,380 |
| Erste Asset Management GmbH | -585,925 | -26.7% | 1,611,218 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -350,662 | -17.4% | 1,662,808 |
| BNP PARIBAS FINANCIAL MARKETS | -332,194 | -94.9% | 17,947 |
| CITADEL ADVISORS LLC | -257,350 | -83.7% | 50,255 |
| BANK OF AMERICA CORP /DE | -218,129 | -15.3% | 1,209,286 |
| Aristotle Capital Boston, LLC | -178,426 | -17.4% | 847,819 |
| T. Rowe Price Investment Management | -177,089 | -2.6% | 6,668,469 |
| JANE STREET GROUP, LLC | -167,491 | -95.6% | 7,621 |
| FMR LLC | -149,374 | -6.8% | 2,046,349 |
| PRUDENTIAL FINANCIAL INC | -132,660 | -50.1% | 132,025 |
| UBS Group AG | -105,380 | -9.2% | 1,040,778 |
| SEI INVESTMENTS CO | -89,008 | -21.6% | 322,345 |
| GOLDMAN SACHS GROUP INC | -76,500 | -4.3% | 1,683,129 |
| EDENTREE ASSET MANAGEMENT Ltd | -62,500 | -22.0% | 221,300 |
| California Public Employees Retirem | -59,460 | -26.2% | 167,518 |
| Amundi | -33,221 | -1.4% | 2,388,998 |
| RHUMBLINE ADVISERS | -31,863 | -9.0% | 320,720 |
| NEUBERGER BERMAN GROUP LLC | -29,404 | -7.6% | 356,530 |