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Axalta Coating Systems Ltd.

AXTA
Exchange
NYSE
Industry
Paints, Varnishes, Lacquers, Enamels & Allied Prods
SEC CIK
0001616862

No open-market purchases or sales by Axalta Coating Systems Ltd. insiders were filed in the last 90 days; 362 institutions reported holding it in 13F filings for Q2 2026, worth $7.75B in total; Baupost Group is the only superinvestor holding it.

13F holders, Q4 2022

Institutional positions in Axalta Coating Systems Ltd. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
312
+36 vs. Q3 2022
Shares held
226.0M
−2.95M (−1.3%) vs. Q3 2022
Total value
$5.76B
+$933.9M (+19.4%) vs. Q3 2022
New holders
65
88 more added
Sold out
29
117 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AXTA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 312 institutions
Q1 2021: 337 institutionsQ2 2021: 342 institutionsQ3 2021: 311 institutionsQ4 2021: 327 institutionsQ1 2022: 304 institutionsQ2 2022: 303 institutionsQ3 2022: 279 institutionsQ4 2022: 312 institutionsQ1 2023: 316 institutionsQ2 2023: 330 institutionsQ3 2023: 323 institutionsQ4 2023: 364 institutionsQ1 2024: 365 institutionsQ2 2024: 375 institutionsQ3 2024: 401 institutionsQ4 2024: 400 institutionsQ1 2025: 395 institutionsQ2 2025: 387 institutionsQ3 2025: 392 institutionsQ4 2025: 417 institutionsQ1 2026: 384 institutionsQ2 2026: 362 institutions
Value heldQ4 2022: $5.76B
Q1 2021: $6.67BQ2 2021: $6.77BQ3 2021: $6.55BQ4 2021: $7.48BQ1 2022: $5.48BQ2 2022: $5.06BQ3 2022: $4.83BQ4 2022: $5.76BQ1 2023: $7.10BQ2 2023: $7.25BQ3 2023: $5.91BQ4 2023: $7.35BQ1 2024: $7.53BQ2 2024: $7.49BQ3 2024: $7.99BQ4 2024: $7.45BQ1 2025: $7.34BQ2 2025: $6.50BQ3 2025: $6.26BQ4 2025: $7.09BQ1 2026: $6.22BQ2 2026: $7.75B
Institutions holding AXTA and their total value by quarter
QuarterHoldersValue
Q2 2026362$7.75B
Q1 2026384$6.22B
Q4 2025417$7.09B
Q3 2025392$6.26B
Q2 2025387$6.50B
Q1 2025395$7.34B
Q4 2024400$7.45B
Q3 2024401$7.99B
Q2 2024375$7.49B
Q1 2024365$7.53B
Q4 2023364$7.35B
Q3 2023323$5.91B
Q2 2023330$7.25B
Q1 2023316$7.10B
Q4 2022312$5.76B
Q3 2022279$4.83B
Q2 2022303$5.06B
Q1 2022304$5.48B
Q4 2021327$7.48B
Q3 2021311$6.55B
Q2 2021342$6.77B
Q1 2021337$6.67B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Axalta Coating Systems Ltd.; share changes are against Q3 2022.

Institutions holding AXTA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Teachers Retirement System of the State of Kentucky92,067$2.35M0.02%+1,735+1.9%Added
Alliancebernstein L.P.95,026$2.42M0.00%−172−0.2%Reduced
Treasurer of the State of North Carolina95,841$2.44M0.01%+1,220+1.3%Added
State of New Jersey Common Pension Fund D98,497$2.51M0.01%00.0%Unchanged
Susquehanna International Group, LLP99,620$2.54M0.00%+11,647+13.2%Added
Sagefield Capital LP101,323$2.58M0.65%−23,820−19.0%Reduced
Natixis101,500$2.59M0.02%+101,500New
Swiss Life Asset Management Ltd101,321$2.59M0.04%+2,745+2.8%Added
Bank of Nova Scotia102,606$2.61M0.01%−78,294−43.3%Reduced
SG Americas Securities, LLC111,479$2.84M0.04%+111,479New
HITE Hedge Asset Management LLC116,263$2.96M0.24%00.0%Unchanged
Citigroup Inc117,943$3.00M0.00%−5,266−4.3%Reduced
Boothbay Fund Management, LLC124,891$3.18M0.11%+42,554+51.7%Added
Public Employees Retirement System of Ohio125,977$3.21M0.01%+1,707+1.4%Added
Assetmark, Inc126,665$3.23M0.01%+35,416+38.8%Added
Schonfeld Strategic Advisors LLC131,593$3.35M0.03%−482,207−78.6%Reduced
ING Groep NV139,400$3.55M0.04%+139,400New
Point72 Asset Management, L.P.152,440$3.88M0.01%−429,160−73.8%Reduced
Albar Capital Ltd155,583$3.96M1.48%+155,583New
Twinbeech Capital LP156,208$3.98M0.08%+191+0.1%Added
Covalis Capital LLP160,114$4.08M0.96%−271,786−62.9%Reduced
Stanley Capital Management, LLC166,600$4.24M1.35%00.0%Unchanged
Cove Street Capital, LLC171,208$4.36M1.19%−4,819−2.7%Reduced
Gamco Investors, Inc. Et Al172,510$4.39M0.05%−1,200−0.7%Reduced
Pictet Asset Management SA172,841$4.40M0.01%−356,600−67.4%Reduced
Man Group plc181,057$4.61M0.02%+53,264+41.7%Added
Cubist Systematic Strategies, LLC183,119$4.66M0.04%+176,422+2,634.3%Added
Legal & General Group Plc194,675$4.96M0.00%−7,806−3.9%Reduced
EVR Research LP200,000$5.09M1.59%+200,000New
State Board of Administration of Florida Retirement System202,446$5.16M0.01%−6,260−3.0%Reduced
Deutsche Bank AG210,798$5.37M0.00%+10,508+5.2%Added
Prelude Capital Management, LLC236,256$6.02M0.37%−84,840−26.4%Reduced
Rhumbline Advisers241,392$6.15M0.01%+10,943+4.7%Added
Western Standard LLC248,878$6.34M5.58%00.0%Unchanged
Citadel Advisors LLC262,918$6.70M0.01%−736,964−73.7%Reduced
Prospector Partners LLC264,200$6.73M0.93%−134,500−33.7%Reduced
Carlson Capital L P276,705$7.05M0.54%−7,700−2.7%Reduced
California State Teachers Retirement System281,790$7.18M0.01%+2,373+0.8%Added
Credit Suisse AG285,764$7.28M0.01%+35,425+14.2%Added
First Trust Advisors LP292,032$7.44M0.01%+45,598+18.5%Added
Victory Capital Management Inc321,000$8.18M0.01%−81,773−20.3%Reduced
Macquarie Group Ltd324,710$8.27M0.01%−39,763−10.9%Reduced
Olstein Capital Management, L.P.325,450$8.29M1.30%00.0%Unchanged
GCM Grosvenor Holdings, LLC341,362$8.69M2.22%+341,362New
New York State Common Retirement Fund349,456$8.90M0.01%−19,655−5.3%Reduced
Raymond James & Associates371,403$9.46M0.01%−67,125−15.3%Reduced
ExodusPoint Capital Management, LP374,666$9.54M0.15%+374,666New
UBS Asset Management Americas Inc398,776$10.2M0.01%+6,083+1.5%Added
Natixis Advisors, L.P.405,386$10.3M0.04%+58,091+16.7%Added
Perpetual Investment Management Ltd415,822$10.6M1.26%+71,490+20.8%Added
Envestnet Asset Management Inc417,664$10.6M0.01%+47,820+12.9%Added
Appian Way Asset Management LP449,860$11.5M4.31%+449,860New
Channing Capital Management, LLC480,615$12.2M0.39%+60,648+14.4%Added
Alyeska Investment Group, L.P.485,000$12.4M0.13%+260,000+115.6%Added
HSBC Holdings PLC505,180$12.8M0.02%+296,129+141.7%Added
California Public Employees Retirement System507,129$12.9M0.01%−13,007−2.5%Reduced
Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management521,000$13.3M0.75%−212,500−29.0%Reduced
Swiss National Bank532,500$13.6M0.01%+7,300+1.4%Added
Wells Fargo & Company560,601$14.3M0.00%−15,334−2.7%Reduced
Lord, Abbett & Co. LLC626,273$16.0M0.06%−909−0.1%Reduced
Verition Fund Management LLC631,573$16.1M0.31%+244,816+63.3%Added
Arnhold LLC645,784$16.4M2.01%−21,570−3.2%Reduced
FIL Ltd693,595$17.7M0.02%+241,498+53.4%Added
SEI Investments Co731,556$18.6M0.04%+7,974+1.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main734,022$18.7M0.03%−915,381−55.5%Reduced
Goldman Sachs Group Inc791,087$20.1M0.01%+9,037+1.2%Added
Artisan Partners Limited Partnership802,030$20.4M0.04%−41,256−4.9%Reduced
Bank of New York Mellon Corp825,422$21.0M0.00%−3,177−0.4%Reduced
Marshall Wace, LLP859,791$21.9M0.06%−1,351,989−61.1%Reduced
Vaughan Nelson Investment Management, L.P.885,688$22.6M0.29%+557,032+169.5%Added
Leeward Investments, LLC - MA987,469$25.2M1.11%−8,940−0.9%Reduced
Janus Henderson Group PLC993,615$25.3M0.02%−139,494−12.3%Reduced
Balyasny Asset Management LLC1,015,936$25.9M0.09%+72,445+7.7%Added
Marathon Asset Mgmt Ltd1,045,006$26.6M0.72%−42,698−3.9%Reduced
Westfield Capital Management Co LP1,048,168$26.7M0.21%+40,067+4.0%Added
Northern Trust Corp1,063,344$27.1M0.01%+27,591+2.7%Added
National Bank of Canada1,106,598$28.2M0.08%+538,526+94.8%Added
Charles Schwab Investment Management Inc1,349,815$34.4M0.01%+53,905+4.2%Added
London Co of Virginia1,356,025$34.5M0.20%−15,873−1.2%Reduced
Price T Rowe Associates Inc1,449,554$36.9M0.01%−47,279−3.2%Reduced
Russell Investments Group, Ltd.1,537,759$39.3M0.08%+255,248+19.9%Added
Nuveen Asset Management, LLC1,563,422$39.8M0.02%−1,276,388−44.9%Reduced
Invesco Ltd.1,632,066$41.6M0.01%−974,716−37.4%Reduced
Lakewood Capital Management, LP1,671,397$42.6M3.79%−1,039,803−38.4%Reduced
Ameriprise Financial Inc1,694,706$43.2M0.01%+81,023+5.0%Added
Allspring Global Investments Holdings, LLC1,773,168$45.2M0.08%−473,950−21.1%Reduced
Norges Bank2,101,188$53.5M0.01%+3,616+0.2%Added
River Road Asset Management, LLC2,148,764$54.7M0.75%−1,058,137−33.0%Reduced
Scopia Capital Management LP2,265,835$57.7M5.81%−793,819−25.9%Reduced
Manufacturers Life Insurance Company, The2,286,399$58.2M0.04%+59,451+2.7%Added
Cardinal Capital Management LLC2,374,932$60.5M1.95%−65,926−2.7%Reduced
Thrivent Financial for Lutherans2,402,813$61.2M0.16%+166,565+7.4%Added
Hawk Ridge Capital Management LP2,435,197$62.0M4.20%−290,700−10.7%Reduced
Geode Capital Management, LLC2,943,941$75.0M0.01%+151,847+5.4%Added
Bank of America Corp2,986,902$76.1M0.01%−168,791−5.3%Reduced
Dimensional Fund Advisors LP3,081,644$78.5M0.03%+44,550+1.5%Added
Rivulet Capital, LLC3,493,823$89.0M5.47%−1,673,319−32.4%Reduced
State Street Corp3,947,190$100.5M0.01%+114,826+3.0%Added
Pzena Investment Management LLC4,646,839$118.4M0.52%−205,126−4.2%Reduced
American Century Companies Inc4,709,888$120.0M0.10%−61,209−1.3%Reduced