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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Suzan K. DelBene · $50.0K–$100K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-01-17Dwight Evans D–PA-3SaleTraded 2023-12-20 +28d$1K–$15K
2023-03-01Thomas R. Carper D–DEPurchase · SP (spouse-owned)Traded 02-21 +8d$1K–$15K
2022-02-03Thomas R. Carper D–DESale · partial · SP (partial sale, spouse-owned)Traded 01-18 +16d$1K–$15K
2021-06-14Susie Lee D–NV-3Sale · JT (jointly owned)Traded 05-11 +34d$1K–$15K
2021-05-17Thomas R. Carper D–DESale · partial · SP (partial sale, spouse-owned)Traded 2020-07-09 LATE·312d$1K–$15Kamendment pending
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
277VANGUARD GROUP INC$01
278THRIVENT FINANCIAL FOR LUTHERANS$01
279HARBOUR INVESTMENTS, INC.$01
280COMERICA BANK$01
281MACKENZIE FINANCIAL CORP$01
282CIBC WORLD MARKETS CORP$01
283BARD ASSOCIATES INC$01
284CIBC Private Wealth Group LLC$01
285NORGES BANK$01
286Ruffer LLP$01
287EXCHANGE TRADED CONCEPTS, LLC$01
288Lombard Odier Asset Management (USA) Corp$01
289SUMMIT SECURITIES GROUP LLC$01
290Skandinaviska Enskilda Banken AB (publ)$01
291Maven Securities LTD$01
292Versor Investments LP$01
293DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$01
294Caption Management, LLC$01
295DV Trading LLC$01
296Bridgefront Capital, LLC$01
297Qube Research & Technologies Ltd$01
298AIGEN INVESTMENT MANAGEMENT, LP$01
299Global Retirement Partners, LLC$01
300MIZUHO MARKETS AMERICAS LLC$01
301AlphaQuest LLC$01
302SageView Advisory Group, LLC$01
303Dunhill Financial, LLC$01
304Quarry LP$01
305Keating Financial Advisory Services, Inc.$01
306Fideuram Asset Management (Ireland) dac$01
307Asset One Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 307 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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