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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
Artisan Partners Limited Partnership403,797$13.7M0.02%−33,828−7.7%Reduced
California Public Employees Retirement System406,617$13.8M0.01%−9,963−2.4%Reduced
Lord, Abbett & Co. LLC418,412$14.2M0.05%−5,013−1.2%Reduced
Cubist Systematic Strategies, LLC435,429$14.8M0.18%+426,173+4,604.3%Added
Swiss National Bank436,900$14.8M0.01%−50,100−10.3%Reduced
SEI Investments Co442,731$15.0M0.02%−5,928−1.3%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main469,522$15.9M0.02%−336,740−41.8%Reduced
Scopia Capital Management LP510,520$17.3M2.32%−34,119−6.3%Reduced
AQR Capital Management LLC514,929$17.5M0.03%−84,766−14.1%Reduced
Envestnet Asset Management Inc578,101$19.6M0.01%+75,815+15.1%Added
Invesco Ltd.595,340$20.2M0.00%−69,485−10.5%Reduced
Citadel Advisors LLC597,961$20.3M0.02%−1,040,327−63.5%Reduced
Glenmede Trust Co NA608,043$20.7M0.11%−2,085−0.3%Reduced
Rhumbline Advisers618,703$21.0M0.02%−31,034−4.8%Reduced
Federated Hermes, Inc.622,797$21.2M0.05%+593,156+2,001.1%Added
Natixis Advisors, L.P.626,992$21.3M0.06%+99,626+18.9%Added
Arnhold LLC635,552$21.6M2.41%−47,806−7.0%Reduced
Weiss Asset Management LP645,207$21.9M1.57%−33,973−5.0%Reduced
Perpetual Ltd657,173$22.3M0.23%+56,440+9.4%Added
Marathon Asset Mgmt Ltd750,924$25.5M0.72%−24,636−3.2%Reduced
Millennium Management LLC784,899$26.7M0.03%−2,121,169−73.0%Reduced
FIL Ltd797,106$27.1M0.03%−1,737,257−68.5%Reduced
Principal Financial Group Inc809,542$27.5M0.02%−9,515−1.2%Reduced
Russell Investments Group, Ltd.861,936$29.5M0.05%−402,462−31.8%Reduced
D. E. Shaw & Co., Inc.974,020$33.1M0.05%+810,852+496.9%Added
Goldman Sachs Group Inc1,027,372$34.9M0.01%+425,173+70.6%Added
Lakewood Capital Management, LP1,051,397$35.7M3.25%00.0%Unchanged
Balyasny Asset Management LLC1,065,317$36.2M0.10%+466,190+77.8%Added
Leeward Investments, LLC - MA1,084,064$36.8M1.73%−18,628−1.7%Reduced
London Co of Virginia1,267,237$43.0M0.24%−34,683−2.7%Reduced
Charles Schwab Investment Management Inc1,407,733$47.8M0.01%+28,809+2.1%Added
Price T Rowe Associates Inc1,458,629$49.6M0.01%+15,438+1.1%Added
Adage Capital Partners GP, L.L.C.1,500,000$51.0M0.11%+500,000+50.0%Added
Hawk Ridge Capital Management LP1,603,461$54.5M3.12%−1,348,737−45.7%Reduced
Northern Trust Corp1,640,893$55.7M0.01%+2,045+0.1%Added
Westfield Capital Management Co LP1,671,875$56.8M0.33%+349,192+26.4%Added
Ameriprise Financial Inc1,702,295$57.8M0.02%+446,445+35.5%Added
Cardinal Capital Management LLC1,722,679$58.5M2.69%−180,470−9.5%Reduced
Kinetic Partners Management, LP1,890,087$64.2M5.47%+380,700+25.2%Added
Locust Wood Capital Advisers, LLC1,953,067$66.3M2.81%+1,953,067New
Bank of New York Mellon Corp1,991,343$67.6M0.01%−16,026−0.8%Reduced
Nuveen Asset Management, LLC1,991,821$67.7M0.02%+109,104+5.8%Added
59 North Capital Management, LP2,152,229$73.1M5.90%+948,132+78.7%Added
Vaughan Nelson Investment Management, L.P.2,216,463$75.3M0.75%+631,975+39.9%Added
Thrivent Financial for Lutherans2,370,529$80.5M0.18%−247,809−9.5%Reduced
Norges Bank2,439,747$82.9M0.01%+151,176+6.6%Added
Manufacturers Life Insurance Company, The2,595,280$88.2M0.05%−48,966−1.9%Reduced
Bank of America Corp2,881,797$97.9M0.01%−65,206−2.2%Reduced
Dimensional Fund Advisors LP3,164,811$107.5M0.03%−57,050−1.8%Reduced
Pzena Investment Management LLC3,402,995$115.6M0.43%−422,565−11.0%Reduced
Geode Capital Management, LLC3,413,064$116.0M0.01%+100,288+3.0%Added
Shapiro Capital Management LLC3,718,113$126.3M3.49%−189,153−4.8%Reduced
Wellington Management Group LLP4,296,382$145.9M0.03%−361,314−7.8%Reduced
Boston Partners4,458,494$151.4M0.20%−1,095,635−19.7%Reduced
Ariel Investments, LLC4,779,430$162.4M1.62%−363,251−7.1%Reduced
Morgan Stanley5,273,448$179.1M0.02%+427,413+8.8%Added
Victory Capital Management Inc5,866,601$199.3M0.21%+5,566,757+1,856.6%Added
State Street Corp6,641,737$225.6M0.01%+96,479+1.5%Added
Massachusetts Financial Services Co7,135,669$242.4M0.08%−3,732,163−34.3%Reduced
JPMorgan Chase & Co13,638,055$463.3M0.05%+167,195+1.2%Added
FMR LLC13,650,557$463.7M0.04%+1,093,890+8.7%Added
Barrow Hanley Mewhinney & Strauss LLC15,164,061$515.1M1.81%−303,532−2.0%Reduced
Vanguard Group Inc23,208,795$788.4M0.02%+322,393+1.4%Added
BlackRock Inc.23,597,303$801.6M0.02%−133,614−0.6%Reduced
ExodusPoint Capital Management, LP0$00.00%−804,224−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−333,267−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−271,644−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−189,050−100.0%Sold out
Moore Capital Management, LP0$00.00%−123,024−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−102,000−100.0%Sold out
Magnetar Financial LLC0$00.00%−87,263−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−44,503−100.0%Sold out
AM Squared Ltd0$00.00%−22,200−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−21,100−100.0%Sold out
Vestcor Inc0$00.00%−16,521−100.0%Sold out
Impax Asset Management Group plc0$00.00%−16,142−100.0%Sold out
FORA Capital, LLC0$00.00%−12,775−100.0%Sold out
XTX Topco Ltd0$00.00%−12,626−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−11,500−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−11,222−100.0%Sold out
Axq Capital, LP0$00.00%−10,200−100.0%Sold out
Boyar Asset Management Inc.0$00.00%−8,189−100.0%Sold out
ASB Consultores, LLC0$00.00%−7,500−100.0%Sold out
Riverview Trust Co0$00.00%−570−100.0%Sold out
Lazard Asset Management LLC0$00.00%−576−100.0%Sold out
Pinnacle Bancorp, Inc.0$00.00%−306−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−266−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−252−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−226−100.0%Sold out
RFP Financial Group LLC0$00.00%−216−100.0%Sold out
Glassman Wealth Services0$00.00%−153−100.0%Sold out
Whittier Trust Co0$00.00%−149−100.0%Sold out
Earnest Partners LLC0$00.00%−133−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−24−100.0%Sold out
Advisor Partners II, LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Steward Financial Group LLC––––Not filed