LPL Financial LLC
Position in HASI — HA Sustainable Infrastructure Capital, Inc.
CIK 1403438
FORT MILL, SC
Position in HASI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,667,365
+$486,755 QoQ
Shares Held
145,131
+3.0% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 406 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in HASI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. HASI ranks #133 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in HASI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,667,365 | 145,131 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,180,610 | 140,969 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,693,724 | 149,339 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,793,805 | 156,150 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,385,888 | 163,287 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,948,753 | 169,246 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,983,377 | 185,739 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,089,444 | 205,670 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,654,961 | 191,046 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,798,087 | 204,158 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,384,337 | 158,968 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,127,381 | 147,518 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,105,625 | 84,225 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,178,433 | 76,169 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,085,284 | 71,956 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,649,951 | 55,127 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,595,265 | 68,549 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,351,214 | 70,656 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,775,875 | 71,082 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,597,492 | 67,268 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,654,073 | 65,077 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,436,461 | 61,256 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,713,001 | 58,537 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,241,620 | 53,031 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,613,340 | 56,688 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,868,086 | 91,528 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||