$HASI

$37.17 +$1.02 (2.82%) Close

$HASI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 128.5M shares outstanding

Who owns HASI?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 56.7%

BlackRock, Inc. 16.6% · Wellington Management Group LLP 7.6%

Institutional ownership

100.0%

+1.7 pts vs last qtr

Institutional holders

406

+18 vs last qtr

Net shares bought

+5.5M

by institutions in Q2 2026

New / sold out

56 / 38

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +1.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC +1.5M

Biggest sellers in Q2 2026

Wellington Management Group LLP −1.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. −714.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.27M

2 notices from 2 people

Shares covered

134.4K

0.10% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jeffrey W. Eckel Revocable Trust Director $4.9M
Kristyn Kuhn Eckel Affiliate $370K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+243.0%

+14.68% a year

Each share's claim on the business

−70.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $175M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years75% 3–5 years12% 1–3 years7% Under 1 year6%

Quarterly turnover

7.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HASI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	21.4M	16.62%	+1.2M (+6.2%)	≤2021	0.0%
Shares held by quarter Peak holding21.4M (Q2'26) Change over 8 quarters+3.4M Share of the company16.620% BlackRock, Inc.'s full portfolio →
WM Wellington Management Group LLP	9.8M	7.61%	−1.6M (−14.1%)	≤2021	0.1%
Shares held by quarter Peak holding14.2M (Q4'24) Change over 8 quarters−3.4M Share of the company7.610% Wellington Management Group LLP's full portfolio →

BlackRock, Inc.

21.4M

% of company

16.62%

Change vs last qtr

+1.2M (+6.2%)

Held since

≤2021

Wellington Management Group LLP

9.8M

% of company

7.61%

Change vs last qtr

−1.6M (−14.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Ha Sustainable Infrastructure Capital, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HASI on Form N-PORT; together they hold 44.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$301M	7.7M	5.99%	0.27%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$159M	4.1M	3.17%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$301M

% of company

5.99%

% of the fund

0.27%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$159M

% of company

3.17%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Ha Sustainable Infrastructure Capital, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MC Melko Charles Insider	33.2K	0.03%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.030% Melko Charles's insider activity →
LJ Lipson Jeffrey Insider	15.0K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Lipson Jeffrey's insider activity →

Melko Charles

Insider

33.2K

% of company

0.03%

Change vs last qtr

—

Held since

—

Lipson Jeffrey

Insider

15.0K

% of company

0.01%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Ha Sustainable Infrastructure Capital, Inc..

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