HA Sustainable Infrastructure Capital, Inc. (HASI) — Institutional Holders, Q2 2026 (page 4)
409 institutional investment managers reported a HASI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HASI 13F holders ranked 301–400 of 409
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Merit Financial Group#301 · 5,561 sh | 5,561 | $217.1K | <0.01% | +1.1% |
| 302 | PEAPACK GLADSTONE FINANCIAL#302 · 5,488 sh | 5,488 | $214.0K | <0.01% | New |
| 303 | Vestmark Advisory Solutions#303 · 5,306 sh | 5,306 | $207.2K | <0.01% | New |
| 304 | Van Hulzen Asset Management#304 · 5,300 sh | 5,300 | $207.0K | 0.01% | New |
| 305 | Ridge Creek Global#305 · 5,199 sh | 5,199 | $203.0K | 0.16% | New |
| 306 | Walleye Trading#306 · 5,137 sh | 5,137 | $200.6K | <0.01% | +16.0% |
| 307 | BARTLETT & WEALTH MANAGEMENT#307 · 5,000 sh | 5,000 | $195.3K | <0.01% | 0.0% |
| 308 | Tower Research Capital (TRC)#308 · 4,903 sh | 4,903 | $191.5K | <0.01% | -61.5% |
| 309 | KBC Group NV#309 · 4,143 sh | 4,143 | $162.0K | — | 0.0% |
| 310 | JTC Employer Solutions Trusteee Ltd#310 · 4,000 sh | 4,000 | $156.0K | 0.01% | 0.0% |
| 311 | UMB Bank, n.a.#311 · 3,649 sh | 3,649 | $142.5K | <0.01% | 0.0% |
| 312 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#312 · 3,595 sh | 3,595 | $138.9K | <0.01% | 0.0% |
| 313 | HANTZ FINANCIAL SERVICES#313 · 3,330 sh | 3,330 | $130.0K | <0.01% | +27.0% |
| 314 | SRS Capital Advisors#314 · 3,233 sh | 3,233 | $126.2K | <0.01% | +1403.7% |
| 315 | JONES FINANCIAL COMPANIES LLLP#315 · 3,186 sh | 3,186 | $126.1K | <0.01% | +11.3% |
| 316 | MeadowBrook Investment Advisors#316 · 3,045 sh | 3,045 | $118.9K | 0.09% | 0.0% |
| 317 | Nykredit A/S#317 · 2,890 sh | 2,890 | $112.9K | <0.01% | — |
| 318 | Caitong International Asset Management , Ltd#318 · 2,799 sh | 2,799 | $109.3K | 0.01% | +188.6% |
| 319 | Sterling Capital Management#319 · 2,601 sh | 2,601 | $101.6K | — | -37.4% |
| 320 | Cheviot Value Management#320 · 2,541 sh | 2,541 | $99.2K | 0.01% | +1.1% |
| 321 | Spire Wealth Management#321 · 2,500 sh | 2,500 | $97.6K | <0.01% | 0.0% |
| 322 | Steward Partners Investment Advisory#322 · 2,474 sh | 2,474 | $96.6K | <0.01% | +7.3% |
| 323 | First Bancorp#323 · 2,450 sh | 2,450 | $95.7K | — | New |
| 324 | Smithfield#324 · 2,440 sh | 2,440 | $95.0K | <0.01% | 0.0% |
| 325 | OSTERWEIS CAPITAL MANAGEMENT#325 · 2,390 sh | 2,390 | $93.3K | <0.01% | 0.0% |
| 326 | Clearstead Advisors#326 · 2,387 sh | 2,387 | $93.2K | <0.01% | +0.5% |
| 327 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#327 · 1,937 sh | 1,937 | $75.6K | 0.00% | 0.0% |
| 328 | GROUP ONE TRADING, L.P.#328 · 1,846 sh | 1,846 | $72.1K | <0.01% | New |
| 329 | Addison Advisors#329 · 1,843 sh | 1,843 | $72.0K | 0.03% | -30.1% |
| 330 | OF VERMONT#330 · 1,800 sh | 1,800 | $70.3K | — | — |
| 331 | Millstone Evans Group#331 · 1,800 sh | 1,800 | $70.3K | 0.04% | +2.9% |
| 332 | Manchester Capital Management#332 · 1,446 sh | 1,446 | $56.5K | — | +28.9% |
| 333 | Salomon & Ludwin#333 · 1,379 sh | 1,379 | $53.3K | <0.01% | +54.4% |
| 334 | Smartleaf Asset Management#334 · 1,319 sh | 1,319 | $51.4K | <0.01% | 0.0% |
| 335 | MPWM ADVISORY SOLUTIONS#335 · 1,135 sh | 1,135 | $44.3K | 0.02% | -33.2% |
| 336 | TD Waterhouse Canada#336 · 1,020 sh | 1,020 | $39.4K | — | -75.2% |
| 337 | Integrated Wealth Concepts#337 · 993 sh | 993 | $38.8K | <0.01% | New |
| 338 | Optiver Holding B.V.#338 · 952 sh | 952 | $37.2K | 0.00% | +580.0% |
| 339 | Kemnay Advisory Services#339 · 914 sh | 914 | $35.7K | <0.01% | -8.8% |
| 340 | Bogart Wealth#340 · 875 sh | 875 | $34.2K | <0.01% | 0.0% |
| 341 | Colonial Advisors#341 · 800 sh | 800 | $31.2K | <0.01% | New |
| 342 | Pinnacle Wealth Planning Services#342 · 786 sh | 786 | $30.7K | <0.01% | +8.3% |
| 343 | HARBOUR INVESTMENTS#343 · 753 sh | 753 | $29.4K | <0.01% | +15.5% |
| 344 | NATIONAL BANK OF CANADA#344 · 739 sh | 739 | $28.9K | 0.00% | +158.4% |
| 345 | LOS ANGELES CAPITAL MANAGEMENT#345 · 726 sh | 726 | $28.4K | <0.01% | 0.0% |
| 346 | Versant Capital Management#346 · 683 sh | 683 | $26.7K | — | 0.0% |
| 347 | Parallel Advisors#347 · 682 sh | 682 | $26.6K | <0.01% | +8.4% |
| 348 | SIMPLEX TRADING#348 · 671 sh | 671 | $26.2K | 0.00% | New |
| 349 | EverSource Wealth Advisors#349 · 633 sh | 633 | $24.7K | <0.01% | -60.2% |
| 350 | SIGNATUREFD#350 · 617 sh | 617 | $24.1K | — | +57.4% |
| 351 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#351 · 574 sh | 574 | $22.4K | <0.01% | +0.2% |
| 352 | Twin Lakes Capital Management#352 · 518 sh | 518 | $20.2K | <0.01% | 0.0% |
| 353 | Phillip James Consulting#353 · 503 sh | 503 | $19.6K | 0.01% | 0.0% |
| 354 | MATHER GROUP#354 · 473 sh | 473 | $18.5K | — | 0.0% |
| 355 | TFC Financial Management#355 · 455 sh | 455 | $17.8K | — | +1.1% |
| 356 | Graticule Asia Macro Advisors#356 · 431 sh | 431 | $16.8K | <0.01% | New |
| 357 | Rossby Financial, LCC#357 · 427 sh | 427 | $16.7K | <0.01% | 0.0% |
| 358 | Triumph Capital Management#358 · 407 sh | 407 | $15.9K | — | +0.5% |
| 359 | Hilltop National Bank#359 · 400 sh | 400 | $15.6K | — | 0.0% |
| 360 | Golden State Wealth Management#360 · 300 sh | 300 | $11.7K | <0.01% | 0.0% |
| 361 | AMERIFLEX GROUP#361 · 300 sh | 300 | $11.7K | <0.01% | 0.0% |
| 362 | ASSETMARK#362 · 296 sh | 296 | $11.6K | — | 0.0% |
| 363 | Bare Financial Services#363 · 289 sh | 289 | $11.3K | <0.01% | 0.0% |
| 364 | Keating Financial Advisory Services#364 · 278 sh | 278 | $10.9K | <0.01% | +2.6% |
| 365 | Stone House Investment Management#365 · 267 sh | 267 | $10.4K | — | +4.3% |
| 366 | Larson Financial Group#366 · 253 sh | 253 | $9.9K | <0.01% | -1.9% |
| 367 | First Pacific Financial#367 · 249 sh | 249 | $9.7K | — | +1.2% |
| 368 | Crews Bank#368 · 240 sh | 240 | $9.4K | <0.01% | 0.0% |
| 369 | EASTERN BANK#369 · 230 sh | 230 | $9.0K | — | New |
| 370 | SJS Investment Consulting#370 · 230 sh | 230 | $9.0K | — | New |
| 371 | JNBA Financial Advisors#371 · 217 sh | 217 | $8.5K | <0.01% | 0.0% |
| 372 | Physician Wealth Advisors#372 · 200 sh | 200 | $7.8K | — | -7.0% |
| 373 | Parkside Financial Bank#373 · 192 sh | 192 | $7.5K | <0.01% | +106.5% |
| 374 | Essential Partners#374 · 171 sh | 171 | $6.7K | — | -1.2% |
| 375 | Pflug Koory#375 · 160 sh | 160 | $6.2K | — | 0.0% |
| 376 | Quest 10 Wealth Builders#376 · 154 sh | 154 | $6.0K | <0.01% | 0.0% |
| 377 | Cherry Tree Wealth Management#377 · 151 sh | 151 | $5.9K | — | 0.0% |
| 378 | 1 NORTH WEALTH SERVICES#378 · 135 sh | 135 | $5.3K | <0.01% | 0.0% |
| 379 | Bell Investment Advisors#379 · 103 sh | 103 | $4.0K | <0.01% | -4.6% |
| 380 | Elevated Capital Advisors#380 · 103 sh | 103 | $4.0K | <0.01% | 0.0% |
| 381 | HAGER INVESTMENT MANAGEMENT SERVICES#381 · 100 sh | 100 | $3.9K | <0.01% | New |
| 382 | Allied Private Wealth#382 · 100 sh | 100 | $3.7K | <0.01% | — |
| 383 | Abound Wealth Management#383 · 79 sh | 79 | $3.1K | — | 0.0% |
| 384 | Downshift Financial#384 · 76 sh | 76 | $3.0K | — | New |
| 385 | FARMERS & MERCHANTS INVESTMENTS#385 · 65 sh | 65 | $2.5K | — | 0.0% |
| 386 | MassMutual Private Wealth & , FSB#386 · 53 sh | 53 | $2.1K | — | 0.0% |
| 387 | High Note Wealth#387 · 49 sh | 49 | $1.9K | <0.01% | 0.0% |
| 388 | Silver Grove Financial Group#388 · 34 sh | 34 | $1.3K | <0.01% | New |
| 389 | Plante Moran Financial Advisors#389 · 28 sh | 28 | $1.1K | <0.01% | New |
| 390 | Covestor Ltd#390 · 35 sh | 35 | $1.0K | <0.01% | +25.0% |
| 391 | Bernard Wealth Management#391 · 21 sh | 21 | $821.00 | <0.01% | 0.0% |
| 392 | GILPIN WEALTH MANAGEMENT#392 · 21 sh | 21 | $821.00 | — | 0.0% |
| 393 | IFP Advisors#393 · 21 sh | 21 | $820.00 | — | -16.0% |
| 394 | Ankerstar Wealth#394 · 20 sh | 20 | $781.00 | <0.01% | 0.0% |
| 395 | ACTION POINT FINANCIAL PLANNING#395 · 20 sh | 20 | $781.00 | <0.01% | New |
| 396 | JFS WEALTH ADVISORS#396 · 18 sh | 18 | $703.00 | 0.00% | New |
| 397 | James T. Borello RIA#397 · 13 sh | 13 | $508.00 | — | +62.5% |
| 398 | Torren Management#398 · 11 sh | 11 | $431.00 | <0.01% | 0.0% |
| 399 | True Wealth Design#399 · 11 sh | 11 | $430.00 | — | 0.0% |
| 400 | Davis Capital Management#400 · 7 sh | 7 | $273.00 | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.