58% buyers of institutions opening or closing positions this quarter
15 more new buyers than exits, ownership rose 8.60 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
58% buyers of institutions opening or closing positions this quarter
77.7% institutional ownership
NEUMEIER POMA INVESTMENT portfolio allocation
Institutional ownership vs Financial - Diversified peers
No Form 4 insider transactions on file
Latest positioning in HASI across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HASI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.1M | $739.0M | +2.1% | 15.735% | 0.01% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 11.4M | $418.5M | -8.4% | 8.911% | 0.08% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.7M | $284.4M | — | 6.055% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $209.4M | — | 4.458% | 0.01% |
| 5 | STATE STREET CORP | 5.4M | $198.4M | -0.4% | 4.224% | 0.01% |
| 6 | ALLIANCEBERNSTEIN L.P. | 4.6M | $143.8M | -4.2% | 3.580% | 0.05% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $113.6M | +5.0% | 2.419% | 0.01% |
| 8 | Invesco Ltd. | 2.7M | $99.1M | +62.8% | 2.111% | 0.02% |
| 9 | Amundi | 2.4M | $89.0M | -2.0% | 1.895% | 0.02% |
| 10 | FMR LLC | 2.2M | $80.7M | -27.2% | 1.718% | 0.00% |
| 11 | Erste Asset Management GmbH | 2.2M | $79.0M | -2.4% | 1.719% | 0.73% |
| 12 | MORGAN STANLEY | 2.0M | $75.1M | -9.5% | 1.599% | 0.00% |
| 13 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.0M | $72.2M | -10.4% | 1.576% | 0.06% |
| 14 | GOLDMAN SACHS GROUP INC | 1.8M | $64.7M | -14.0% | 1.377% | 0.01% |
| 15 | Rockefeller Capital Management L.P. | 1.6M | $59.7M | +10.9% | 1.272% | 0.11% |
| 16 | NORTHERN TRUST CORP | 1.6M | $58.0M | +13.6% | 1.234% | 0.01% |
| 17 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 1.5M | $56.3M | +10.0% | 1.199% | 4.64% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.4M | $52.5M | +30.3% | 1.117% | 0.00% |
| 19 | Hood River Capital Management LLC | 1.3M | $48.7M | +56.6% | 1.036% | 0.49% |
| 20 | Bank of New York Mellon Corp | 1.3M | $46.7M | -0.7% | 0.995% | 0.01% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $43.7M | +1.2% | 0.930% | 0.01% |
| 22 | UBS Group AG | 1.1M | $42.1M | +6.4% | 0.897% | 0.01% |
| 23 | Swedbank AB | 1.1M | $40.1M | -33.2% | 0.854% | 0.04% |
| 24 | Aristotle Capital Boston, LLC | 1.0M | $37.7M | -13.8% | 0.803% | 2.34% |
| 25 | DEUTSCHE BANK AG\ | 987K | $36.3M | -14.4% | 0.772% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HASI — a direct measure of their conviction.
Filings activity in HASI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new HASI position in Q1 2026
Institutions that fully closed their HASI position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 382 | +4.1% | 77.66% | +8.60 pp | $4.09B | +12% |
| Q4 2025 | 367 | +7.0% | 69.06% | +1.20 pp | $3.64B | +1.8% |
| Q3 2025 | 343 | 1.7% | 67.86% | +8.81 pp | $3.57B | +15% |
| Q2 2025 | 349 | 1.1% | 59.05% | 5.42 pp | $3.11B | 8.4% |
| Q1 2025 | 353 | +5.1% | 64.47% | +6.99 pp | $3.40B | +12% |
| Q4 2024 | 336 | 7.4% | 57.48% | 142.51 pp | $3.03B | 99% |
| Q3 2024 | 363 | +1.4% | 199.99% | +143.25 pp | $342.38B | +11357% |
| Q2 2024 | 358 | — | 56.74% | — | $2.99B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for HASI.
Quick answers to the most common questions about buying HASI stock.
Based on Q1 2026 13F filings, institutional ownership of HA Sustainable Infrastructure Capital, Inc. stands at 77.7%, held across 382 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HASI, with approximately 20,109,083 shares worth $0.74B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of HASI.
Our composite Smart Money Score for HASI is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
56 institutions opened new positions in HASI during Q1 2026, while 41 fully exited. 281 added to existing positions and 45 trimmed.
HASI institutional ownership rose by 8.60 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 58.1% of all reported 13F value in HASI, and the top 25 account for 78.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.