This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HASI/capital-change-brief"
Use Arkolith's capital_change_brief for HASI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $739.0M | 20.1M | ▲+2.1% Added · +422K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $284.4M | 7.7M | ▲New +7.7M sh | Q1 2026 | |
| 3 | T. Rowe Price Investment Management, Inc. | Withheld | 6.8M | ▲+3.6% Added · +241K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $209.4M | 5.7M | ▲New +5.7M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $198.4M | 5.4M | ▼−0.3% Reduced · −19K sh | Q1 2026 | |
| 6 | ALLIANCEBERNSTEIN L.P. | $143.8M | 4.6M | ▼−4.2% Reduced · −200K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $141.7M | 4.0M | ▲+51% Added · +1.3M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $113.6M | 3.1M | ▲+5.0% Added · +146K sh | Q1 2026 | |
| 9 | Amundi | $89.0M | 2.4M | ▼−2.0% Reduced · −49K sh | Q1 2026 | |
| 10 | Erste Asset Management GmbH | $79.0M | 2.2M | ▼−2.4% Reduced · −55K sh | Q1 2026 | |
| 11 | FMR LLC | $80.7M | 2.2M | ▼−27% Reduced · −820K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $75.1M | 2.0M | ▼−9.5% Reduced · −215K sh | Q1 2026 | |
| 13 | SCHRODER INVESTMENT MANAGEMENT GROUP | $72.2M | 2.0M | ▼−10% Reduced · −235K sh | Q1 2026 | |
| 14 | NORGES BANK | $59.6M | 1.9M | ▲+82% Added · +853K sh | Q4 2025 | |
| 15 | GOLDMAN SACHS GROUP INC | $64.7M | 1.8M | ▼−3.2% Reduced · −58K sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $59.7M | 1.6M | ▲+11% Added · +160K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $58.0M | 1.6M | ▲+14% Added · +189K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $52.5M | 1.4M | ▲+30% Added · +332K sh | Q1 2026 | |
| 19 | Hood River Capital Management LLC | $48.7M | 1.3M | ▲+57% Added · +478K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $46.7M | 1.3M | ▼−0.7% Reduced · −9K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $43.7M | 1.2M | ▲+1.2% Added · +14K sh | Q1 2026 | |
| 22 | UBS Group AG | $42.1M | 1.1M | ▲+6.4% Added · +69K sh | Q1 2026 | |
| 23 | Swedbank AB | $40.1M | 1.1M | ▼−33% Reduced · −544K sh | Q1 2026 | |
| 24 | Aristotle Capital Boston, LLC | $37.7M | 1.0M | ▼−14% Reduced · −164K sh | Q1 2026 | |
| 25 | DEUTSCHE BANK AG\ | $36.3M | 987K | ▼−14% Reduced · −166K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | Brenner Teresa | Director | Grant (A) | 4K | $0 |
| Jun 3, 2026 | ARDISANA LIZABETH A | Director | Grant (A) | 6K | $0 |
| Jun 3, 2026 | Reed Kimberly A. | Director | Grant (A) | 4K | $0 |
| Jun 3, 2026 | Welch Barry Edward | Director | Grant (A) | 4K | $0 |
| Jun 3, 2026 | Schulte Laura Ann | Director | Grant (A) | 4K | $0 |
| Jun 3, 2026 | OSGOOD STEVEN G | Director | Grant (A) | 7K | $0 |
| Jun 3, 2026 | Armbrister Clarence D | Director | Grant (A) | 4K | $0 |
| Jun 3, 2026 | Eckel Jeffrey | Director | Grant (A) | 9K | $0 |
| Jun 3, 2026 | Floyd Nancy C | Director | Grant (A) | 4K | $0 |
| May 15, 2026 | Whicher Michelle | Chief Accounting Officer | Tax withholding (F) | 961 | $40K |
| May 11, 2026 | Pangburn Marc T. | Chief Rev And Strategy Officer | Other (J) | 101K | $0 |
| Apr 30, 2026 | Freer-Greene Christy Ledet | Chief Legal Officer | Grant (A) | 18K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 107 funds | $52.8B |
| AMAZON.COM INCAMZN | 107 funds | $37.1B |
| ALPHABET INC-CL AGOOGL | 107 funds | $34.3B |
| JPMORGAN CHASE & COJPM | 107 funds | $17.2B |
| INTUIT INCINTU | 107 funds | $3.2B |
| WALT DISNEY CO/THEDIS | 107 funds | $2.6B |
| NVIDIA CORPNVDA | 106 funds | $69.4B |
| BROADCOM INCAVGO | 106 funds | $25.5B |
| META PLATFORMS INC-CLASS AMETA | 106 funds | $21.9B |
| MASTERCARD INC - AMA | 106 funds | $10.3B |
| COSTCO WHOLESALE CORPCOST | 106 funds | $8.9B |
| HOME DEPOT INCHD | 106 funds | $6.1B |
Ranked by how many of HASI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HASI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.