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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 2023

Institutional positions in Axalta Coating Systems Ltd. as of Dec 31, 2023. 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
364
+45 vs. Q3 2023
Shares held
216.4M
−2.72M (−1.2%) vs. Q3 2023
Total value
$7.35B
+$1.45B (+24.5%) vs. Q3 2023
New holders
75
112 more added
Sold out
30
138 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 364 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 2023: $7.35B
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 2023

Shares, value and share of portfolio for each institution holding Axalta Coating Systems Ltd.; share changes are against Q3 2023.

Institutions holding AXTA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Fund Management S.A.49,061$1.67M0.02%−31,834−39.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)49,271$1.67M0.01%+4,477+10.0%Added
Bank of Nova Scotia51,100$1.74M0.00%+51,100New
Twinbeech Capital LP51,545$1.75M0.03%+51,545New
Point72 Middle East FZE52,062$1.77M0.12%+52,062New
State of Michigan Retirement System52,800$1.79M0.01%−200−0.4%Reduced
Verition Fund Management LLC53,623$1.82M0.02%−146,325−73.2%Reduced
The PNC Financial Services Group, Inc.56,174$1.91M0.00%+576+1.0%Added
Ethic Inc.57,697$1.96M0.06%+483+0.8%Added
Gotham Asset Management, LLC57,707$1.96M0.04%+42,228+272.8%Added
MML Investors Services, LLC59,267$2.01M0.01%+8,981+17.9%Added
Boothbay Fund Management, LLC59,757$2.03M0.08%−12,867−17.7%Reduced
PDT Partners, LLC61,020$2.07M0.23%−894−1.4%Reduced
Dynamic Technology Lab Private Ltd61,593$2.09M0.22%+61,593New
Louisiana State Employees Retirement System61,800$2.10M0.04%−1,000−1.6%Reduced
Arizona State Retirement System61,975$2.11M0.02%−1,102−1.7%Reduced
Oregon Public Employees Retirement Fund61,978$2.11M0.04%−200−0.3%Reduced
Graham Capital Management, L.P.64,246$2.18M0.07%+37,762+142.6%Added
Point72 Hong Kong Ltd66,591$2.26M0.14%+66,591New
Bank of Montreal67,959$2.33M0.00%−392,227−85.2%Reduced
Polar Asset Management Partners Inc.69,692$2.37M0.06%−224,800−76.3%Reduced
Seven Eight Capital, LP72,816$2.47M0.29%+72,816New
Ensign Peak Advisors, Inc73,050$2.48M0.00%+5,300+7.8%Added
Teacher Retirement System of Texas73,066$2.48M0.02%+21,004+40.3%Added
Soros Capital Management LLC74,926$2.55M1.88%−24,342−24.5%Reduced
Walleye Capital LLC77,916$2.65M0.04%−492,240−86.3%Reduced
Advisor Group Holdings, Inc.79,137$2.69M0.00%−19,300−19.6%Reduced
Financiere des Professionnels - Fonds d,investissement inc.80,345$2.73M0.24%+890+1.1%Added
Point72 Asset Management, L.P.81,900$2.78M0.01%−1,096,673−93.1%Reduced
UBS Oconnor LLC85,250$2.90M0.09%00.0%Unchanged
Two Sigma Investments, LP85,700$2.91M0.01%+30,300+54.7%Added
Prudential Financial Inc88,163$2.99M0.00%−87,143−49.7%Reduced
Wedge Capital Management L L P91,246$3.10M0.06%+93+0.1%Added
Cullen Capital Management LLC92,403$3.14M0.05%−5,093−5.2%Reduced
Public Employees Retirement System of Ohio92,660$3.15M0.01%+2,532+2.8%Added
Putnam Investments LLC95,455$3.24M0.00%+95,455New
Treasurer of the State of North Carolina98,131$3.33M0.02%+960+1.0%Added
State of New Jersey Common Pension Fund D99,147$3.37M0.01%00.0%Unchanged
Voya Investment Management LLC99,439$3.38M0.00%−3,931−3.8%Reduced
Captrust Financial Advisors100,328$3.41M0.01%+1,705+1.7%Added
Yousif Capital Management, LLC104,972$3.57M0.04%−528−0.5%Reduced
Janus Henderson Group PLC107,428$3.65M0.00%−528,850−83.1%Reduced
Prelude Capital Management, LLC108,907$3.70M0.32%−11,343−9.4%Reduced
UBS Group AG111,216$3.78M0.00%−52,115−31.9%Reduced
Jane Street Group, LLC116,207$3.95M0.00%+73,222+170.3%Added
Cove Street Capital, LLC118,434$4.02M1.23%−791−0.7%Reduced
12th Street Asset Management Company, LLC120,260$4.09M0.77%−49,529−29.2%Reduced
Amundi125,847$4.14M0.00%+125,847New
Royal Bank of Canada124,783$4.24M0.00%+85,418+217.0%Added
MetLife Investment Management125,095$4.25M0.03%−2,936−2.3%Reduced
Qube Research & Technologies Ltd132,965$4.52M0.01%−194,125−59.3%Reduced
Teachers Retirement System of the State of Kentucky135,452$4.60M0.04%−12,627−8.5%Reduced
Zacks Investment Management135,587$4.61M0.06%+135,587New
Olstein Capital Management, L.P.139,105$4.72M0.80%−107,895−43.7%Reduced
Engineers Gate Manager LP148,954$5.06M0.14%+24,070+19.3%Added
Amalgamated Bank149,446$5.08M0.04%−4,000−2.6%Reduced
Quantbot Technologies LP153,154$5.20M0.30%+152,758+38,575.3%Added
Canada Pension Plan Investment Board157,000$5.33M0.01%+157,000New
Stanley Capital Management, LLC166,600$5.66M1.40%00.0%Unchanged
Gamco Investors, Inc. Et Al169,660$5.76M0.06%−600−0.4%Reduced
Simplex Trading, LLC177,092$6.01M0.19%+174,135+5,888.9%Added
Great West Life Assurance Co178,067$6.03M0.01%−6,565−3.6%Reduced
Algert Global LLC187,015$6.35M0.26%−11,259−5.7%Reduced
New York State Common Retirement Fund187,474$6.37M0.01%−33,036−15.0%Reduced
State Board of Administration of Florida Retirement System188,905$6.42M0.01%+190.0%Added
Texas Permanent School Fund190,120$6.46M0.06%+1,831+1.0%Added
HRT Financial LP191,065$6.49M0.05%+191,065New
Concentric Capital Strategies, LP195,947$6.66M0.86%+26,391+15.6%Added
EVR Research LP200,000$6.79M1.53%+160,000+400.0%Added
Mutual of America Capital Management LLC202,584$6.88M0.08%+8,176+4.2%Added
Carlson Capital L P206,400$7.01M0.56%−53,800−20.7%Reduced
Mackenzie Financial Corp206,717$7.02M0.01%+34,217+19.8%Added
Natixis214,737$7.29M0.06%−640,176−74.9%Reduced
Citigroup Inc221,369$7.52M0.01%+17,989+8.8%Added
Barclays PLC229,035$7.78M0.00%+58,340+34.2%Added
Raymond James & Associates234,542$7.97M0.01%+3,390+1.5%Added
California State Teachers Retirement System235,460$8.00M0.01%−10,957−4.4%Reduced
Renaissance Technologies LLC237,200$8.06M0.01%−57,726−19.6%Reduced
Assetmark, Inc251,081$8.53M0.03%+28,836+13.0%Added
BNP Paribas Arbitrage, SA252,673$8.58M0.02%+241,784+2,220.4%Added
Retirement Systems of Alabama275,643$9.36M0.04%−1,177−0.4%Reduced
Trexquant Investment LP276,278$9.39M0.21%+276,278New
Man Group plc278,668$9.47M0.03%––
American International Group, Inc.297,497$10.1M0.04%−15,066−4.8%Reduced
Macquarie Group Ltd307,056$10.4M0.01%−34,230−10.0%Reduced
Credit Suisse AG308,040$10.5M0.01%−17,998−5.5%Reduced
Alliancebernstein L.P.316,980$10.8M0.00%+3,730+1.2%Added
Covalis Capital LLP320,705$10.9M1.77%+135,300+73.0%Added
Prospector Partners LLC325,220$11.0M1.39%+1,290+0.4%Added
Channing Capital Management, LLC334,385$11.4M0.34%−22,032−6.2%Reduced
Wells Fargo & Company342,669$11.6M0.00%+36,395+11.9%Added
National Bank of Canada355,900$11.9M0.02%−108,450−23.4%Reduced
Allspring Global Investments Holdings, LLC353,692$12.0M0.02%−354,214−50.0%Reduced
Schonfeld Strategic Advisors LLC359,586$12.2M0.10%−794,187−68.8%Reduced
SG Americas Securities, LLC360,673$12.3M0.14%+273,937+315.8%Added
Mesirow Institutional Investment Management, Inc.364,496$12.4M1.16%+364,496New
Legal & General Group Plc367,474$12.5M0.00%−3,200−0.9%Reduced
Scopus Asset Management, L.P.375,000$12.7M0.54%+375,000New
Squarepoint Ops LLC396,020$13.5M0.05%−62,691−13.7%Reduced
UBS Asset Management Americas Inc396,315$13.5M0.01%−24,462−5.8%Reduced