| 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.8M | $225.5M | +1.3% | 4.518% | 0.00% |
| 5 | STATE STREET CORP | 5.7M | $223.9M | +6.2% | 4.487% | 0.00% |
| 6 | JPMORGAN CHASE & CO | 4.5M | $174.6M | +13.2% | 3.502% | 0.01% |
| 7 | ALLIANCEBERNSTEIN L.P. | 4.6M | $167.7M | -0.2% | 3.571% | 0.06% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.7M | $144.4M | +19.6% | 2.893% | 0.01% |
| 9 | Invesco Ltd. | 2.9M | $111.3M | +5.7% | 2.230% | 0.01% |
| 10 | Amundi | 2.4M | $93.4M | -1.4% | 1.869% | 0.02% |
| 11 | MORGAN STANLEY | 2.3M | $91.0M | +14.0% | 1.823% | 0.00% |
| 12 | FMR LLC | 2.0M | $79.9M | -6.8% | 1.601% | 0.00% |
| 13 | NORTHERN TRUST CORP | 1.8M | $70.1M | +13.8% | 1.404% | 0.01% |
| 14 | NORGES BANK | 1.7M | $67.8M | — | 1.359% | 0.01% |
| 15 | Rockefeller Capital Management L.P. | 1.7M | $65.9M | +3.8% | 1.321% | 0.10% |
| 16 | GOLDMAN SACHS GROUP INC | 1.7M | $65.7M | -4.3% | 1.317% | 0.01% |
| 17 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1.7M | $64.8M | -17.4% | 1.301% | 0.05% |
| 18 | Erste Asset Management GmbH | 1.6M | $63.0M | -26.7% | 1.261% | 0.49% |
| 19 | Swedbank AB | 1.6M | $62.2M | +45.8% | 1.245% | 0.05% |
| 20 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 1.6M | $60.9M | +1.8% | 1.220% | 4.17% |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.5M | $59.9M | +31354.1% | 1.201% | 0.01% |
| 22 | Bank of New York Mellon Corp | 1.3M | $51.2M | +3.1% | 1.025% | 0.01% |
| 23 | Hood River Capital Management LLC | 1.3M | $50.8M | -1.7% | 1.018% | 0.37% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $47.6M | +2.7% | 0.955% | 0.01% |
| 25 | BANK OF AMERICA CORP /DE/ | 1.2M | $47.2M | -15.3% | 0.946% | 0.00% |
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.
| 104.31% |
| +0.94 pp |
| $3.39B |
| +12% |
| Q4 2024 | 336 | 7.4% | 103.37% | +7.29 pp | $3.03B | 12% |
| Q3 2024 | 363 | — | 96.08% | — | $3.44B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
47 institutions opened new positions in HASI during Q2 2026, while 34 fully exited. 290 added to existing positions and 57 trimmed.
HASI institutional ownership rose by 4.06 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 56.4% of all reported 13F value in HASI, and the top 25 account for 76.4%.
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.
HA Sustainable Infrastructure Capital, Inc. (HASI) Institutional Ownership