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 2025
Institutional positions in Axalta Coating Systems Ltd. as of Dec 31, 2025. 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
- 417
- +35 vs. Q3 2025
- Shares held
- 219.3M
- +1.39M (+0.6%) vs. Q3 2025
- Total value
- $7.09B
- +$852.4M (+13.7%) vs. Q3 2025
- New holders
- 104
- 129 more added
- Sold out
- 69
- 144 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 362 | $7.75B |
| Q1 2026 | 384 | $6.22B |
| Q4 2025 | 417 | $7.09B |
| Q3 2025 | 392 | $6.26B |
| Q2 2025 | 387 | $6.50B |
| Q1 2025 | 395 | $7.34B |
| Q4 2024 | 400 | $7.45B |
| Q3 2024 | 401 | $7.99B |
| Q2 2024 | 375 | $7.49B |
| Q1 2024 | 365 | $7.53B |
| Q4 2023 | 364 | $7.35B |
| Q3 2023 | 323 | $5.91B |
| Q2 2023 | 330 | $7.25B |
| Q1 2023 | 316 | $7.10B |
| Q4 2022 | 312 | $5.76B |
| Q3 2022 | 279 | $4.83B |
| Q2 2022 | 303 | $5.06B |
| Q1 2022 | 304 | $5.48B |
| Q4 2021 | 327 | $7.48B |
| Q3 2021 | 311 | $6.55B |
| Q2 2021 | 342 | $6.77B |
| Q1 2021 | 337 | $6.67B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Axalta Coating Systems Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,677,793 | $668.1M | 0.01% | −2,157,090−9.4% | Reduced |
| BlackRock, Inc. | 19,499,372 | $630.0M | 0.01% | −645,067−3.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 17,456,984 | $564.0M | 1.88% | +1,815,715+11.6% | Added |
| Artisan Partners Limited Partnership | 12,575,932 | $406.3M | 0.62% | +11,301,977+887.2% | Added |
| Dimensional Fund Advisors LP | 6,941,250 | $224.3M | 0.05% | +1,845,353+36.2% | Added |
| State Street Corp | 6,662,715 | $215.3M | 0.01% | −100,456−1.5% | Reduced |
| FMR LLC | 5,410,356 | $174.8M | 0.01% | −3,153,872−36.8% | Reduced |
| Millennium Management LLC | 5,146,149 | $166.3M | 0.12% | −2,691,962−34.3% | Reduced |
| Ariel Investments, LLC | 4,864,546 | $157.2M | 1.70% | +675,585+16.1% | Added |
| Goldman Sachs Group Inc | 4,530,890 | $146.4M | 0.02% | −305,361−6.3% | Reduced |
| Geode Capital Management, LLC | 3,921,951 | $126.7M | 0.01% | −34,293−0.9% | Reduced |
| AQR Capital Management LLC | 3,574,209 | $115.5M | 0.06% | −251,737−6.6% | Reduced |
| JPMorgan Chase & Co | 3,090,642 | $99.9M | 0.01% | −5,541,033−64.2% | Reduced |
| Channing Capital Management, LLC | 3,037,990 | $98.2M | 2.52% | +2,644,783+672.6% | Added |
| D. E. Shaw & Co., Inc. | 3,017,687 | $97.5M | 0.07% | −274,810−8.3% | Reduced |
| Shapiro Capital Management LLC | 2,991,900 | $96.7M | 5.10% | +685,519+29.7% | Added |
| Massachusetts Financial Services Co | 2,965,119 | $95.8M | 0.03% | −941,601−24.1% | Reduced |
| UBS Group AG | 2,902,507 | $93.8M | 0.02% | +1,958,395+207.4% | Added |
| FIFTHDELTA Ltd | 2,829,484 | $91.4M | 19.21% | +2,829,484 | New |
| Morgan Stanley | 2,804,430 | $90.6M | 0.01% | +315,767+12.7% | Added |
| Citadel Advisors LLC | 2,540,137 | $82.1M | 0.06% | −1,790,598−41.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,539,396 | $82.0M | 0.28% | −3,368,315−57.0% | Reduced |
| Parsifal Capital Management, LP | 2,184,355 | $70.6M | 7.11% | +2,184,355 | New |
| FIL Ltd | 2,170,449 | $70.1M | 0.05% | +648,191+42.6% | Added |
| American Century Companies Inc | 2,123,560 | $68.6M | 0.03% | +1,783,569+524.6% | Added |
| Empyrean Capital Partners, LP | 2,050,000 | $66.2M | 2.31% | +2,050,000 | New |
| Sessa Capital IM, L.P. | 1,993,545 | $64.4M | 1.28% | +1,993,545 | New |
| Locust Wood Capital Advisers, LLC | 1,983,338 | $64.1M | 1.60% | −1,489,016−42.9% | Reduced |
| Thrivent Financial for Lutherans | 1,943,713 | $62.8M | 0.11% | −78,893−3.9% | Reduced |
| Lakewood Capital Management, LP | 1,929,648 | $62.3M | 4.34% | +742,000+62.5% | Added |
| Northern Trust Corp | 1,842,035 | $59.5M | 0.01% | −57,347−3.0% | Reduced |
| Citigroup Inc | 1,663,089 | $53.7M | 0.04% | +1,609,746+3,017.7% | Added |
| Bank of New York Mellon Corp | 1,647,334 | $53.2M | 0.01% | −19,918−1.2% | Reduced |
| LMR Partners LLP | 1,624,000 | $52.5M | 0.50% | +1,624,000 | New |
| Point72 Asset Management, L.P. | 1,581,402 | $51.1M | 0.08% | +52,946+3.5% | Added |
| Charles Schwab Investment Management Inc | 1,534,106 | $49.6M | 0.01% | +64,872+4.4% | Added |
| Adage Capital Partners GP, L.L.C. | 1,410,569 | $45.6M | 0.07% | −212,051−13.1% | Reduced |
| Bank of America Corp | 1,321,256 | $42.7M | 0.00% | −9,349−0.7% | Reduced |
| Price T Rowe Associates Inc | 1,261,928 | $40.8M | 0.00% | −665,869−34.5% | Reduced |
| Norges Bank | 1,226,697 | $39.6M | 0.00% | +1,226,697 | New |
| Perpetual Ltd | 1,186,312 | $38.3M | 0.55% | +268,552+29.3% | Added |
| Nomura Asset Management International Inc. | 1,171,750 | $37.9M | 0.06% | +1,171,750 | New |
| Balyasny Asset Management LLC | 1,129,965 | $36.5M | 0.07% | −66,086−5.5% | Reduced |
| Walleye Capital LLC | 1,094,425 | $35.4M | 0.20% | +1,094,425 | New |
| Woodline Partners LP | 1,083,792 | $35.0M | 0.14% | +241,362+28.7% | Added |
| SEI Investments Co | 1,077,873 | $34.8M | 0.03% | +344,356+46.9% | Added |
| London Co of Virginia | 1,058,342 | $34.2M | 0.20% | −273,762−20.6% | Reduced |
| Atlantic Investment Management, Inc. | 1,024,000 | $33.1M | 18.63% | +260,000+34.0% | Added |
| Alliancebernstein L.P. | 1,003,686 | $32.4M | 0.01% | −92,629−8.4% | Reduced |
| Janus Henderson Group PLC | 997,421 | $32.2M | 0.01% | +284,262+39.9% | Added |
| Verition Fund Management LLC | 975,784 | $31.5M | 0.17% | +324,384+49.8% | Added |
| Quantinno Capital Management LP | 961,393 | $31.1M | 0.06% | +726,175+308.7% | Added |
| Westwood Holdings Group Inc. | 900,277 | $29.1M | 0.24% | +173,531+23.9% | Added |
| ExodusPoint Capital Management, LP | 874,275 | $28.2M | 0.31% | +12,034+1.4% | Added |
| New York State Common Retirement Fund | 841,268 | $27.2M | 0.04% | +648,086+335.5% | Added |
| Melqart Asset Management (UK) Ltd | 840,804 | $27.2M | 2.72% | +840,804 | New |
| Nuveen, LLC | 792,240 | $25.6M | 0.01% | −321,892−28.9% | Reduced |
| Wellington Management Group LLP | 765,643 | $24.7M | 0.00% | −4,843,441−86.3% | Reduced |
| Leeward Investments, LLC - MA | 758,718 | $24.5M | 1.24% | +323,314+74.3% | Added |
| Qube Research & Technologies Ltd | 756,974 | $24.5M | 0.04% | −2,253,851−74.9% | Reduced |
| Magnetar Financial LLC | 738,401 | $23.9M | 0.23% | +550,820+293.6% | Added |
| Algert Global LLC | 718,235 | $23.2M | 0.36% | +654,062+1,019.2% | Added |
| Ameriprise Financial Inc | 700,404 | $22.6M | 0.01% | −196,205−21.9% | Reduced |
| Boussard & Gavaudan Investment Management LLP | 639,885 | $21.0M | 1.59% | +639,885 | New |
| CNH Partners LLC | 568,154 | $18.4M | 0.39% | +568,154 | New |
| MetLife Investment Management | 558,782 | $18.1M | 0.09% | −6,764−1.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 555,000 | $17.9M | 0.11% | +555,000 | New |
| Rhumbline Advisers | 549,106 | $17.7M | 0.01% | −8,550−1.5% | Reduced |
| UBS Asset Management Americas Inc | 540,346 | $17.5M | 0.00% | −50,806−8.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 536,877 | $17.3M | 0.01% | −510,802−48.8% | Reduced |
| SG Americas Securities, LLC | 523,014 | $16.9M | 0.02% | +245,453+88.4% | Added |
| Gotham Asset Management, LLC | 507,348 | $16.4M | 0.06% | +353,121+229.0% | Added |
| First Trust Advisors LP | 506,071 | $16.4M | 0.01% | −182,039−26.5% | Reduced |
| Arnhold LLC | 500,700 | $16.2M | 1.23% | +264,281+111.8% | Added |
| Sand Grove Capital Management LLP | 479,281 | $15.5M | 5.25% | +479,281 | New |
| Principal Financial Group Inc | 459,025 | $14.8M | 0.01% | −22,327−4.6% | Reduced |
| Envestnet Asset Management Inc | 457,748 | $14.8M | 0.00% | −54,829−10.7% | Reduced |
| HRT Financial LP | 453,965 | $14.7M | 0.05% | −60,594−11.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 448,984 | $14.5M | 0.04% | +34,557+8.3% | Added |
| Invesco Ltd. | 448,926 | $14.5M | 0.00% | +37,925+9.2% | Added |
| Aristotle Capital Boston, LLC | 446,093 | $14.4M | 0.79% | −45,728−9.3% | Reduced |
| California Public Employees Retirement System | 429,084 | $13.9M | 0.01% | +1,826+0.4% | Added |
| Swiss National Bank | 427,000 | $13.8M | 0.01% | +3,200+0.8% | Added |
| MAC Alpha Capital Management, LP | 412,758 | $13.3M | 7.34% | +412,758 | New |
| Alberta Investment Management Corp | 397,100 | $12.8M | 0.08% | +397,100 | New |
| Public Sector Pension Investment Board | 369,000 | $11.9M | 0.04% | +369,000 | New |
| Jain Global LLC | 359,103 | $11.6M | 0.11% | +326,074+987.2% | Added |
| Mackenzie Financial Corp | 337,038 | $11.0M | 0.01% | −223,512−39.9% | Reduced |
| Bank of Nova Scotia | 329,910 | $10.7M | 0.02% | +73,910+28.9% | Added |
| Legal & General Group Plc | 328,129 | $10.6M | 0.00% | −20,904−6.0% | Reduced |
| Natixis Advisors, L.P. | 319,386 | $10.3M | 0.01% | +51,187+19.1% | Added |
| Barclays PLC | 303,737 | $9.81M | 0.00% | −317,672−51.1% | Reduced |
| Ieq Capital, LLC | 293,920 | $9.50M | 0.03% | +173,055+143.2% | Added |
| Retirement Systems of Alabama | 256,042 | $8.27M | 0.03% | −5,810−2.2% | Reduced |
| Marathon Asset Mgmt Ltd | 253,293 | $8.18M | 0.31% | −24,617−8.9% | Reduced |
| Weiss Asset Management LP | 249,094 | $8.05M | 0.11% | +249,094 | New |
| 12th Street Asset Management Company, LLC | 228,528 | $7.38M | 1.22% | +174+0.1% | Added |
| Man Group plc | 224,975 | $7.27M | 0.01% | +224,975 | New |
| Jane Street Group, LLC | 220,436 | $7.12M | 0.01% | −661,493−75.0% | Reduced |
| Bank of Montreal | 218,696 | $7.07M | 0.00% | +198,661+991.6% | Added |