AI Holders Summary · Q1 2026

408 institutions reported HASI in Q1 2026. BlackRock, Inc. leads at 22.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$739M20.1M0.01%Q1 2026 02

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$419M11.4M0.08%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$284M7.7M0.01%Q1 2026 04

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$252M6.8M0.17%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$209M5.7M0.01%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$198M5.4M0.01%Q1 2026 07

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$144M4.6M0.05%Q1 2026 08

JPMORGAN CHASE & CO

CIK 0000019617

$142M4.0M0.01%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$114M3.1M0.01%Q1 2026 10

Invesco Ltd.

CIK 0000914208

$99M2.7M0.01%Q1 2026 11

Amundi

CIK 0001330387

$89M2.4M0.02%Q1 2026 12

FMR LLC

CIK 0000315066

$81M2.2M0.00%Q1 2026 13

Erste Asset Management GmbH

CIK 0002024532

$79M2.2M0.73%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$75M2.0M0.00%Q1 2026 15

SCHRODER INVESTMENT MANAGEMENT GROUP

CIK 0001086619

$72M2.0M0.06%Q1 2026 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$65M1.8M0.01%Q1 2026 17

Swedbank AB

CIK 0000946431

$62M1.6M0.05%Q2 2026 18

Rockefeller Capital Management L.P.

CIK 0001739439

$60M1.6M0.11%Q1 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$58M1.6M0.01%Q1 2026 20

NEUMEIER POMA INVESTMENT COUNSEL LLC

CIK 0001044936

$56M1.5M4.64%Q1 2026

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