Public record / Tickers / HASI

HASI — HA Sustainable Infrastructure Capital, Inc.†

Both disclosure regimes on one name: who in Congress filed about HASI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
15
all PTR rows naming HASI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-17
filed 2024-01-17
13F holders
307
top-307 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Suzan K. DelBene · $50.0K–$100K

SELL · traded 2016-06-09 → filed 2016-07-13. Ranked over every HASI row by the provable lower bound, never a point estimate.

No member disclosed HASI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated HASI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HASI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HASI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-01-17Dwight Evans D–PA-3SELLTraded 2023-12-20 +28d$1K–$15K
2023-03-01Thomas R. Carper D–DEBUY SP (spouse-owned)Traded 02-21 +8d$1K–$15K
2022-02-03Thomas R. Carper D–DESELL partial · SP (partial sale, spouse-owned)Traded 01-18 +16d$1K–$15K
2021-06-14Susie Lee D–NV-3SELL JT (jointly owned)Traded 05-11 +34d$1K–$15K
2021-05-17Thomas R. Carper D–DESELL partial · SP (partial sale, spouse-owned)Traded 2020-07-09 LATE·312d$1K–$15Kamendment pending
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 15 ↗

Members active in HASI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed HASI in the trailing 12 months.

Congress ↔ notable managers · HASI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HA SUSTAINABLE INFRA CAP INC

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HASI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$739M1
2WELLINGTON MANAGEMENT GROUP LLP$419M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$284M1
4VANGUARD CAPITAL MANAGEMENT LLC$209M1
5STATE STREET CORP$198M1
6ALLIANCEBERNSTEIN L.P.$144M1
7Invesco Ltd.$99.1M1
8Amundi$89.0M1
9FMR LLC$80.7M1
10MORGAN STANLEY$75.1M1
11SCHRODER INVESTMENT MANAGEMENT GROUP$72.2M1
12Rockefeller Capital Management L.P.$59.7M1
13NORTHERN TRUST CORP$58.0M1
14BANK OF AMERICA CORP /DE/$52.5M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$43.7M1
16UBS Group AG$42.1M1
17Swedbank AB$40.1M1
18Aristotle Capital Boston, LLC$37.7M1
19DEUTSCHE BANK AG\$36.3M1
20Mizuho Markets Cayman LP$33.1M1
21STOREBRAND ASSET MANAGEMENT AS$32.3M1
22BNP Paribas Asset Management Holding S.A.$31.4M1
23VANGUARD FIDUCIARY TRUST CO$30.4M1
24Tidal Investments LLC$27.0M1
25Baird Financial Group, Inc.$26.2M1
26ROYAL BANK OF CANADA$24.1M1
27PRINCIPAL FINANCIAL GROUP INC$22.8M1
28Universal- Beteiligungs- und Servicegesellschaft mbH$21.9M1
29Triodos Investment Management BV$20.2M1
30PUBLIC SECTOR PENSION INVESTMENT BOARD$16.8M1
31Robeco Institutional Asset Management B.V.$16.7M1
32ABN AMRO Bank N.V.$15.9M1
33Nuveen, LLC$15.3M1
34SEI INVESTMENTS CO$15.1M1
35FIRST TRUST ADVISORS LP$14.1M1
36LBP AM SA$12.5M1
37STATE OF WISCONSIN INVESTMENT BOARD$11.3M1
38CITADEL ADVISORS LLC$11.3M1
39VICTORY CAPITAL MANAGEMENT INC$11.0M1
40Legal & General Group Plc$10.8M1
41OPPENHEIMER & CO INC$10.6M1
42EDENTREE ASSET MANAGEMENT Ltd$10.4M1
43CREDIT AGRICOLE S A$10.2M1
44PRUDENTIAL FINANCIAL INC$9.7M1
45CITIGROUP INC$9.5M1
46Swiss National Bank$9.2M1
47Union Bancaire Privee, UBP SA$8.6M1
48ENVESTNET ASSET MANAGEMENT INC$8.5M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.3M1
50ABN AMRO INVESTMENT SOLUTIONS$8.3M1
51PFG Investments, LLC$8.2M1
52Waverly Advisors, LLC$7.5M1
53ProShare Advisors LLC$7.1M1
54Groupe la Francaise$6.7M1
55COMMONWEALTH EQUITY SERVICES, LLC$6.6M1
56Avalon Trust Co$6.6M1
57Squarepoint Ops LLC$6.6M1
58JANE STREET GROUP, LLC$6.4M1
59NIA IMPACT ADVISORS, LLC$6.2M1
60RAYMOND JAMES FINANCIAL INC$6.2M1
61FRANKLIN RESOURCES INC$6.0M1
62WELLS FARGO & COMPANY/MN$6.0M1
63SFE Investment Counsel$5.8M1
64ALPS ADVISORS INC$5.5M1
65LPL Financial LLC$5.2M1
66CIBC Bancorp USA Inc.$4.8M1
67Pathstone Holdings, LLC$4.7M1
68Castlefield Investment Partners LLP$4.5M1
69Man Group plc$4.3M1
70Pallas Capital Advisors LLC$4.2M1
71TRILLIUM ASSET MANAGEMENT, LLC$4.1M1
72VANGUARD ASSET MANAGEMENT, Ltd$4.1M1
73PDT Partners, LLC$3.9M1
74Truvestments Capital LLC$3.9M1
75SHELTON CAPITAL MANAGEMENT$3.4M1
76AMERICAN CENTURY COMPANIES INC$3.1M1
77Andrew Hill Investment Advisors, Inc.$3.0M1
78BALYASNY ASSET MANAGEMENT L.P.$3.0M1
79AQR CAPITAL MANAGEMENT LLC$3.0M1
80Fort Sheridan Advisors LLC$2.9M1
81NFJ INVESTMENT GROUP, LLC$2.8M1
82EAGLE GLOBAL ADVISORS LLC$2.7M1
83Vontobel Holding Ltd.$2.6M1
84MILLENNIUM MANAGEMENT LLC$2.5M1
85Illinois Municipal Retirement Fund$2.4M1
86TD ASSET MANAGEMENT INC$2.3M1
87ELLERSON GROUP INC /ADV$2.3M1
88Brevan Howard Capital Management LP$2.3M1
89State of New Jersey Common Pension Fund D$2.2M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.2M1
91Zurcher Kantonalbank (Zurich Cantonalbank)$2.2M1
92MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
93Janus Henderson Group Ltd.$2.1M1
94Creative Planning$2.1M1
95ARDSLEY ADVISORY PARTNERS LP$2.0M1
96&PARTNERS$2.0M1
97Vanguard Global Advisers, LLC$1.9M1
98Federation des caisses Desjardins du Quebec$1.8M1
99Connor, Clark & Lunn Investment Management Ltd.$1.7M1
100XTX Topco Ltd$1.7M1
101HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.7M1
102STIFEL FINANCIAL CORP$1.6M1
103Horst & Graben Wealth Management LLC$1.6M1
104Abundance Wealth Counselors$1.6M1
105FIGURE 8 INVESTMENT STRATEGIES LLC$1.5M1
106BARCLAYS PLC$1.5M1
107VOYA INVESTMENT MANAGEMENT LLC$1.5M1
108SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
109INTECH INVESTMENT MANAGEMENT LLC$1.4M1
110GUGGENHEIM CAPITAL LLC$1.4M1
111LaSalle St. Investment Advisors, LLC$1.4M1
112Strong Tower Advisory Services$1.3M1
113Arizona State Retirement System$1.3M1
114HSBC HOLDINGS PLC$1.3M1
115BROWN ADVISORY INC$1.3M1
116SEB Asset Management AB$1.2M1
117Vanguard Investments Australia, Ltd.$1.2M1
118COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
119Cetera Investment Advisers$1.1M1
120FIFTH THIRD BANCORP$1.1M1
121CASCADE INVESTMENT GROUP, INC.$1.1M1
122BLAIR WILLIAM & CO/IL$1.1M1
123Perigon Wealth Management, LLC$1.1M1
124OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
125BAILARD, INC.$1.0M1
126Dynamic Advisor Solutions LLC$1.0M1
127STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$940K1
128NWAM LLC$929K1
129FLPUTNAM INVESTMENT MANAGEMENT CO$909K1
130Graham Capital Management, L.P.$872K1
131Cerity Partners LLC$862K1
132Hilltop Holdings Inc.$855K1
133Quantinno Capital Management LP$822K1
134Kestra Advisory Services, LLC$727K1
135Abel Hall, LLC$712K1
136HighTower Advisors, LLC$690K1
137Maryland State Retirement & Pension System$684K1
138Pictet Asset Management Holding SA$681K1
139BANK OF MONTREAL /CAN/$668K1
140AIA Group Ltd$663K1
141FIL Ltd$656K1
142Beacon Pointe Advisors, LLC$645K1
143Cornerstone Select Advisors, LLC$620K1
144Mariner, LLC$601K1
145KEYBANK NATIONAL ASSOCIATION/OH$570K1
146Harrington Investments, INC$557K1
147Severin Investments, LLC$552K1
148Plan Group Financial, LLC$548K1
149MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$537K1
150Focus Partners Wealth$534K1
151Investment Research Partners LLC$529K1
152Values Added Financial LLC$522K1
153EVERGREEN CAPITAL MANAGEMENT LLC$517K1
154Inspire Investing, LLC$516K1
155Atria Investments, Inc$495K1
156NewEdge Wealth, LLC$490K1
157New Age Alpha Advisors, LLC$475K1
158Tower Research Capital LLC (TRC)$468K1
159Crossmark Global Holdings, Inc.$446K1
160Chesley Taft & Associates LLC$439K1
161XPONANCE LLC$432K1
162Dynamic Technology Lab Private Ltd$426K1
163OSAIC HOLDINGS, INC.$414K1
164WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$406K1
165TRED AVON FAMILY WEALTH, LLC$402K1
166Apollon Wealth Management, LLC$396K1
167Vanguard Personalized Indexing Management, LLC$396K1
168GUIDANCE CAPITAL, INC$392K1
169O'SHAUGHNESSY ASSET MANAGEMENT, LLC$385K1
170Seelaus Asset Management LLC$378K1
171Ameritas Investment Partners, Inc.$368K1
172CIBC Asset Management Inc$360K1
173Pine Haven Investment Counsel, Inc$350K1
174Ashton Thomas Private Wealth, LLC$341K1
175Gateway Wealth Partners, LLC$340K1
176DAVENPORT & Co LLC$338K1
177Ensign Peak Advisors, Inc$335K1
178INVESTED ADVISORS$335K1
179American Trust Investment Advisors, LLC$330K1
180Modera Wealth Management, LLC$325K1
181MERCER GLOBAL ADVISORS INC /ADV$319K1
182SMH CAPITAL ADVISORS INC$318K1
183STANCE CAPITAL LLC$317K1
184EFG International AG$313K1
185Swiss Life Asset Management Ltd$312K1
186Pekin Hardy Strauss, Inc.$308K1
187State of Wyoming$303K1
188US BANCORP \DE\$297K1
189Allworth Financial LP$296K1
190Bryn Mawr Trust Advisors, LLC$295K1
191Caprock Group, LLC$267K1
192CHOREO, LLC$263K1
193SeaCrest Wealth Management, LLC$258K1
194KESTRA PRIVATE WEALTH SERVICES, LLC$257K1
195Savvy Advisors, Inc.$247K1
196Wilmington Savings Fund Society, FSB$243K1
197PEDDOCK CAPITAL ADVISORS, LLC$241K1
198DIMENSIONAL FUND ADVISORS LP$239K1
199Avior Wealth Management, LLC$236K1
200Corient Private Wealth LLC$235K1
201PROFUND ADVISORS LLC$231K1
202First Affirmative Financial Network$228K1
203CWM, LLC$225K1
204ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$221K1
205CIBC WORLD MARKET INC.$220K1
206BALDWIN WEALTH PARTNERS LLC/MA$219K1
207Merit Financial Group, LLC$202K1
208Kestra Investment Management, LLC$202K1
209UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$179K1
210Walleye Trading LLC$163K1
211TD Waterhouse Canada Inc.$154K1
212CENTRAL TRUST Co$147K1
213INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$135K1
214Scarborough Advisors, LLC$135K1
215UMB Bank, n.a.$134K1
216Catalyst Capital Advisors LLC$108K1
217Addison Advisors LLC$96.8K1
218Spire Wealth Management$91.9K1
219OSTERWEIS CAPITAL MANAGEMENT INC$87.8K1
220Clearstead Advisors, LLC$87.3K1
221Steward Partners Investment Advisory, LLC$84.7K1
222QUADRANT CAPITAL GROUP LLC$73.6K1
223NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$71.2K1
224Millstone Evans Group, LLC$64.3K1
225Smartleaf Asset Management LLC$47.3K1
226Manchester Capital Management LLC$41.2K1
227Kemnay Advisory Services Inc.$36.8K1
228Caitong International Asset Management Co., Ltd$35.6K1
229NOMURA ASSET MANAGEMENT CO LTD$30.9K1
230MAI Capital Management$28.8K1
231Pinnacle Wealth Planning Services, Inc.$26.7K1
232Twin Lakes Capital Management, LLC$19.0K1
233MATHER GROUP, LLC.$17.4K1
234Activest Wealth Management$16.5K1
235TFC Financial Management, Inc.$16.5K1
236Triumph Capital Management$14.9K1
237Hilltop National Bank$14.7K1
238SIGNATUREFD, LLC$14.4K1
239CHILTON CAPITAL MANAGEMENT LLC$13.6K1
240AMERIFLEX GROUP, INC.$11.0K1
241ASSETMARK, INC$10.9K1
242NATIONAL BANK OF CANADA /FI/$10.5K1
243Larson Financial Group LLC$9.5K1
244Stone House Investment Management, LLC$9.4K1
245First Pacific Financial$9.1K1
246JNBA Financial Advisors$8.0K1
247Physician Wealth Advisors, Inc.$7.9K1
248NATURAL INVESTMENTS, LLC$7.4K1
249Pflug Koory, LLC$5.9K1
250DekaBank Deutsche Girozentrale$5.9K1
251Quest 10 Wealth Builders, Inc.$5.7K1
252Cherry Tree Wealth Management, LLC$5.6K1
253Brown Shipley& Co Ltd$5.5K1
254Optiver Holding B.V.$5.1K1
2551 NORTH WEALTH SERVICES LLC$5.0K1
256Blue Trust, Inc.$4.2K1
257CANADA LIFE ASSURANCE Co$4.1K1
258Bell Investment Advisors, Inc$4.0K1
259Elevated Capital Advisors, LLC$3.8K1
260Elequin Capital, LP$3.5K1
261Parkside Financial Bank & Trust$3.4K1
262Abound Wealth Management$2.9K1
263State of Alaska, Department of Revenue$2.3K1
264HRT FINANCIAL LP$1.2K1
265NATIXIS ADVISORS, LLC$1.0K1
266Bernard Wealth Management Corp.$7721
267GILPIN WEALTH MANAGEMENT, LLC$7721
268Ankerstar Wealth, LLC$7351
269True Wealth Design, LLC$4051
270ALGERT GLOBAL LLC$3801
271JPL Wealth Management, LLC$1841
272KBC Group NV$1521
273JTC Employer Solutions Trustee Ltd$1471
274Dogwood Wealth Management LLC$1101
275Smithfield Trust Co$891
276JENNISON ASSOCIATES LLC— value not disclosed1
277VANGUARD GROUP INC— value not disclosed1
278THRIVENT FINANCIAL FOR LUTHERANS— value not disclosed1
279HARBOUR INVESTMENTS, INC.— value not disclosed1
280COMERICA BANK— value not disclosed1
281MACKENZIE FINANCIAL CORP— value not disclosed1
282CIBC WORLD MARKETS CORP— value not disclosed1
283BARD ASSOCIATES INC— value not disclosed1
284CIBC Private Wealth Group LLC— value not disclosed1
285NORGES BANK— value not disclosed1
286Ruffer LLP— value not disclosed1
287EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
288Lombard Odier Asset Management (USA) Corp— value not disclosed1
289SUMMIT SECURITIES GROUP LLC— value not disclosed1
290Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
291Maven Securities LTD— value not disclosed1
292Versor Investments LP— value not disclosed1
293DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main— value not disclosed1
294Caption Management, LLC— value not disclosed1
295DV Trading LLC— value not disclosed1
296Bridgefront Capital, LLC— value not disclosed1
297Qube Research & Technologies Ltd— value not disclosed1
298AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
299Global Retirement Partners, LLC— value not disclosed1
300MIZUHO MARKETS AMERICAS LLC— value not disclosed1
301AlphaQuest LLC— value not disclosed1
302SageView Advisory Group, LLC— value not disclosed1
303Dunhill Financial, LLC— value not disclosed1
304Quarry LP— value not disclosed1
305Keating Financial Advisory Services, Inc.— value not disclosed1
306Fideuram Asset Management (Ireland) dac— value not disclosed1
307Asset One Wealth Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 275 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HASI

RETAINED WINDOW · ACTIVE HITS

Zero hits on HASI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HASI · financials and macro

Financials — as filed PLANNED

HASI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HASI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing