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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 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.

Institutional holdersQ4 2025: 417 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 2025: $7.09B
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 2025

Shares, value and share of portfolio for each institution holding Axalta Coating Systems Ltd.; share changes are against Q3 2025.

Institutions holding AXTA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Virginia Retirement Systems Et Al22,121$714.7K0.00%−4,200−16.0%Reduced
ProShare Advisors LLC22,154$715.8K0.00%+11,016+98.9%Added
Pallas Capital Advisors LLC22,394$723.5K0.02%+14,430+181.2%Added
Burns Matteson Capital Management, LLC24,126$779.5K0.31%+24,126New
Pacer Advisors, Inc.25,513$824.3K0.00%−3,027−10.6%Reduced
Merit Financial Group, LLC26,378$852.3K0.01%+5,717+27.7%Added
Oak Thistle LLC26,705$862.8K0.12%+26,705New
Park Avenue Securities LLC26,707$863.0K0.01%+576+2.2%Added
CSS LLC27,937$902.6K0.05%+12,295+78.6%Added
Quadrant Capital Group LLC28,021$905.4K0.03%+14,247+103.4%Added
Stifel Financial Corp28,636$925.2K0.00%−388−1.3%Reduced
Ethic Inc.29,385$949.4K0.01%−8,938−23.3%Reduced
CI Private Wealth, LLC29,532$955.0K0.00%+29,532New
Pictet Asset Management Holding SA29,842$964.2K0.00%−1,402−4.5%Reduced
SummitTX Capital, L.P.30,476$984.7K0.03%+30,476New
Polymer Capital Management (US) LLC30,527$986.3K0.13%−22,092−42.0%Reduced
Paradigm Asset Management Co LLC30,700$991.9K0.23%−1,600−5.0%Reduced
Globeflex Capital L P31,582$1.02M0.16%00.0%Unchanged
Teacher Retirement System of Texas32,227$1.04M0.00%−64,586−66.7%Reduced
Mitsubishi UFJ Trust & Banking Corp33,879$1.09M0.00%−17,569−34.1%Reduced
Holocene Advisors, LP34,419$1.11M0.00%−699,929−95.3%Reduced
Lighthouse Investment Partners, LLC35,000$1.13M0.04%+35,000New
Summit Trail Advisors, LLC36,069$1.17M0.02%+10,244+39.7%Added
Shelton Wealth Management, LLC37,255$1.20M0.53%+2,822+8.2%Added
Ameritas Investment Partners, Inc.39,098$1.26M0.04%−1,499−3.7%Reduced
Royal Bank of Canada39,248$1.27M0.00%+9,438+31.7%Added
Gator Capital Management, LLC39,426$1.27M0.26%+39,426New
Nine Masts Capital Ltd40,000$1.29M0.22%+40,000New
Winton Group Ltd40,443$1.31M0.05%+40,443New
Impax Asset Management Group plc41,672$1.35M0.01%00.0%Unchanged
Oregon Public Employees Retirement Fund42,416$1.37M0.02%−1,196−2.7%Reduced
Boothbay Fund Management, LLC43,352$1.40M0.04%+43,352New
EFG International AG43,930$1.42M0.03%+43,930New
New Mexico Educational Retirement Board45,100$1.46M0.04%00.0%Unchanged
CAPROCK Group, Inc.45,458$1.47M0.03%+23,175+104.0%Added
Atria Investments LLC46,360$1.50M0.02%+5,247+12.8%Added
KLP Kapitalforvaltning AS46,500$1.50M0.01%00.0%Unchanged
Alpine Associates Management Inc.47,400$1.53M0.10%+47,400New
HSBC Holdings PLC49,123$1.59M0.00%−82,464−62.7%Reduced
State of Michigan Retirement System50,400$1.63M0.01%−1,200−2.3%Reduced
Federated Hermes, Inc.51,943$1.68M0.00%−186,281−78.2%Reduced
Intech Investment Management LLC52,061$1.68M0.02%−51,231−49.6%Reduced
Lazard Asset Management LLC52,168$1.69M0.00%−5,930−10.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys53,387$1.72M0.01%−2,196−4.0%Reduced
Albar Capital Partners LLP53,909$1.74M0.41%−872−1.6%Reduced
Aurora Investment Counsel54,320$1.76M0.92%+2,934+5.7%Added
The PNC Financial Services Group, Inc.56,286$1.82M0.00%+4,075+7.8%Added
Handelsbanken Fonder AB57,500$1.86M0.01%00.0%Unchanged
Baldwin Investment Management, LLC58,304$1.88M0.21%−7,372−11.2%Reduced
Financiere des Professionnels - Fonds d,investissement inc.58,904$1.90M0.11%−2,218−3.6%Reduced
Louisiana State Employees Retirement System59,000$1.91M0.03%−1,300−2.2%Reduced
Arizona State Retirement System60,310$1.95M0.01%−4,364−6.7%Reduced
LPL Financial LLC60,689$1.96M0.00%+6,674+12.4%Added
Public Employees Retirement System of Ohio64,106$2.07M0.01%−4,061−6.0%Reduced
Slotnik Capital, LLC65,000$2.10M0.58%+65,000New
Teachers Retirement System of the State of Kentucky67,332$2.17M0.02%−59,969−47.1%Reduced
Yousif Capital Management, LLC67,982$2.26M0.02%−2,365−3.4%Reduced
Voya Investment Management LLC70,270$2.27M0.00%−80,203−53.3%Reduced
New York State Teachers Retirement System73,145$2.36M0.00%−2,711−3.6%Reduced
Dark Forest Capital Management LP73,778$2.38M0.11%−106,755−59.1%Reduced
Colony Group, LLC74,617$2.41M0.00%+56,149+304.0%Added
Prudential Financial Inc74,925$2.42M0.00%−59,305−44.2%Reduced
Captrust Financial Advisors76,073$2.46M0.00%+18,920+33.1%Added
State of New Jersey Common Pension Fund D77,031$2.49M0.01%+7,903+11.4%Added
Mint Tower Capital Management B.V.77,500$2.50M0.32%+77,500New
Capricorn Fund Managers Ltd80,000$2.58M0.62%+80,000New
Mercer Global Advisors Inc80,587$2.60M0.00%+23,697+41.7%Added
Advisors Preferred, LLC83,527$2.76M0.45%+83,527New
State of Tennessee, Treasury Department82,730$2.78M0.01%+11,152+15.6%Added
MML Investors Services, LLC86,308$2.79M0.01%−3,373−3.8%Reduced
Creative Planning88,160$2.85M0.00%+57,392+186.5%Added
Mutual of America Capital Management LLC88,787$2.87M0.03%−11,233−11.2%Reduced
Police & Firemen's Retirement System of New Jersey89,008$2.88M0.02%−7,505−7.8%Reduced
Two Sigma Advisers, LP89,200$2.88M0.01%−5,100−5.4%Reduced
Treasurer of the State of North Carolina89,243$2.88M0.01%−8,857−9.0%Reduced
Harbor Capital Advisors, Inc.90,652$2.93M0.23%−3,300−3.5%Reduced
Atom Investors LP92,362$2.98M0.24%+73,239+383.0%Added
Bridgewater Associates, LP94,648$3.06M0.01%−43,041−31.3%Reduced
Amalgamated Bank95,243$3.08M0.02%−3,713−3.8%Reduced
Cullen Capital Management LLC98,191$3.17M0.03%−2,231−2.2%Reduced
BNP Paribas Arbitrage, SA98,508$3.18M0.00%−284,049−74.3%Reduced
Susquehanna International Group, LLP102,707$3.32M0.00%+73,453+251.1%Added
Schonfeld Strategic Advisors LLC107,000$3.46M0.02%−1,357,564−92.7%Reduced
Wealth Enhancement Advisory Services, LLC105,987$3.49M0.00%+44,343+71.9%Added
Universal- Beteiligungs- und Servicegesellschaft mbH111,977$3.62M0.01%−12,396−10.0%Reduced
Hudson Bay Capital Management LP114,756$3.71M0.02%+114,756New
Raymond James Financial Inc117,292$3.79M0.00%−46,120−28.2%Reduced
Prelude Capital Management, LLC121,885$3.94M0.29%+121,885New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.122,158$3.95M0.00%+119,628+4,728.4%Added
Great Lakes Advisors, LLC122,296$3.95M0.03%−53,829−30.6%Reduced
Gamco Investors, Inc. Et Al126,010$4.07M0.04%+4,500+3.7%Added
Quinn Opportunity Partners LLC130,000$4.20M0.18%+130,000New
Franklin Resources Inc140,442$4.54M0.00%+19,510+16.1%Added
UBS Oconnor LLC140,600$4.54M0.12%+55,350+64.9%Added
Manufacturers Life Insurance Company, The143,271$4.63M0.00%−6,232−4.2%Reduced
Victory Capital Management Inc144,519$4.67M0.00%−5,980,806−97.6%Reduced
CWM, LLC148,094$4.79M0.01%+6,841+4.8%Added
Russell Investments Group, Ltd.148,070$4.80M0.01%−567,592−79.3%Reduced
Engineers Gate Manager LP148,946$4.81M0.06%−518,283−77.7%Reduced
Deutsche Bank AG149,785$4.84M0.00%−1,730,764−92.0%Reduced