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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
Great West Life Assurance Co154,092$4.98M0.01%−3,377−2.1%Reduced
Ossiam160,341$5.18M0.10%+29,463+22.5%Added
Pathstone Holdings, LLC162,129$5.24M0.02%+42,535+35.6%Added
ING Groep NV164,000$5.30M0.03%+164,000New
Cerity Partners LLC169,155$5.47M0.01%+69,425+69.6%Added
Mariner, LLC169,464$5.48M0.01%+76,809+82.9%Added
Wedge Capital Management L L P171,161$5.53M0.10%+4,522+2.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)175,774$5.68M0.01%+117,666+202.5%Added
NFJ Investment Group, LLC180,695$5.84M0.21%−8,966−4.7%Reduced
State Board of Administration of Florida Retirement System187,824$6.07M0.01%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.197,976$6.40M0.02%+106,342+116.1%Added
Luminus Management LLC198,612$6.42M5.92%+198,612New
California State Teachers Retirement System203,528$6.58M0.01%−2,483−1.2%Reduced
Water Island Capital LLC205,722$6.65M0.81%+205,722New
State of Wisconsin Investment Board206,696$6.68M0.01%+32,616+18.7%Added
Stanley Capital Management, LLC216,600$7.00M1.17%00.0%Unchanged
Wells Fargo & Company217,382$7.02M0.00%+104,961+93.4%Added
Bank of Montreal218,696$7.07M0.00%+198,661+991.6%Added
Jane Street Group, LLC220,436$7.12M0.01%−661,493−75.0%Reduced
Man Group plc224,975$7.27M0.01%+224,975New
12th Street Asset Management Company, LLC228,528$7.38M1.22%+174+0.1%Added
Weiss Asset Management LP249,094$8.05M0.11%+249,094New
Marathon Asset Mgmt Ltd253,293$8.18M0.31%−24,617−8.9%Reduced
Retirement Systems of Alabama256,042$8.27M0.03%−5,810−2.2%Reduced
Ieq Capital, LLC293,920$9.50M0.03%+173,055+143.2%Added
Barclays PLC303,737$9.81M0.00%−317,672−51.1%Reduced
Natixis Advisors, L.P.319,386$10.3M0.01%+51,187+19.1%Added
Legal & General Group Plc328,129$10.6M0.00%−20,904−6.0%Reduced
Bank of Nova Scotia329,910$10.7M0.02%+73,910+28.9%Added
Mackenzie Financial Corp337,038$11.0M0.01%−223,512−39.9%Reduced
Jain Global LLC359,103$11.6M0.11%+326,074+987.2%Added
Public Sector Pension Investment Board369,000$11.9M0.04%+369,000New
Alberta Investment Management Corp397,100$12.8M0.08%+397,100New
MAC Alpha Capital Management, LP412,758$13.3M7.34%+412,758New
Swiss National Bank427,000$13.8M0.01%+3,200+0.8%Added
California Public Employees Retirement System429,084$13.9M0.01%+1,826+0.4%Added
Aristotle Capital Boston, LLC446,093$14.4M0.79%−45,728−9.3%Reduced
Invesco Ltd.448,926$14.5M0.00%+37,925+9.2%Added
Hotchkis & Wiley Capital Management LLC448,984$14.5M0.04%+34,557+8.3%Added
HRT Financial LP453,965$14.7M0.05%−60,594−11.8%Reduced
Envestnet Asset Management Inc457,748$14.8M0.00%−54,829−10.7%Reduced
Principal Financial Group Inc459,025$14.8M0.01%−22,327−4.6%Reduced
Sand Grove Capital Management LLP479,281$15.5M5.25%+479,281New
Arnhold LLC500,700$16.2M1.23%+264,281+111.8%Added
First Trust Advisors LP506,071$16.4M0.01%−182,039−26.5%Reduced
Gotham Asset Management, LLC507,348$16.4M0.06%+353,121+229.0%Added
SG Americas Securities, LLC523,014$16.9M0.02%+245,453+88.4%Added
Arrowstreet Capital, Limited Partnership536,877$17.3M0.01%−510,802−48.8%Reduced
UBS Asset Management Americas Inc540,346$17.5M0.00%−50,806−8.6%Reduced
Rhumbline Advisers549,106$17.7M0.01%−8,550−1.5%Reduced
Capitolis Liquid Global Markets LLC555,000$17.9M0.11%+555,000New
MetLife Investment Management558,782$18.1M0.09%−6,764−1.2%Reduced
CNH Partners LLC568,154$18.4M0.39%+568,154New
Boussard & Gavaudan Investment Management LLP639,885$21.0M1.59%+639,885New
Ameriprise Financial Inc700,404$22.6M0.01%−196,205−21.9%Reduced
Algert Global LLC718,235$23.2M0.36%+654,062+1,019.2%Added
Magnetar Financial LLC738,401$23.9M0.23%+550,820+293.6%Added
Qube Research & Technologies Ltd756,974$24.5M0.04%−2,253,851−74.9%Reduced
Leeward Investments, LLC - MA758,718$24.5M1.24%+323,314+74.3%Added
Wellington Management Group LLP765,643$24.7M0.00%−4,843,441−86.3%Reduced
Nuveen, LLC792,240$25.6M0.01%−321,892−28.9%Reduced
Melqart Asset Management (UK) Ltd840,804$27.2M2.72%+840,804New
New York State Common Retirement Fund841,268$27.2M0.04%+648,086+335.5%Added
ExodusPoint Capital Management, LP874,275$28.2M0.31%+12,034+1.4%Added
Westwood Holdings Group Inc.900,277$29.1M0.24%+173,531+23.9%Added
Quantinno Capital Management LP961,393$31.1M0.06%+726,175+308.7%Added
Verition Fund Management LLC975,784$31.5M0.17%+324,384+49.8%Added
Janus Henderson Group PLC997,421$32.2M0.01%+284,262+39.9%Added
Alliancebernstein L.P.1,003,686$32.4M0.01%−92,629−8.4%Reduced
Atlantic Investment Management, Inc.1,024,000$33.1M18.63%+260,000+34.0%Added
London Co of Virginia1,058,342$34.2M0.20%−273,762−20.6%Reduced
SEI Investments Co1,077,873$34.8M0.03%+344,356+46.9%Added
Woodline Partners LP1,083,792$35.0M0.14%+241,362+28.7%Added
Walleye Capital LLC1,094,425$35.4M0.20%+1,094,425New
Balyasny Asset Management LLC1,129,965$36.5M0.07%−66,086−5.5%Reduced
Nomura Asset Management International Inc.1,171,750$37.9M0.06%+1,171,750New
Perpetual Ltd1,186,312$38.3M0.55%+268,552+29.3%Added
Norges Bank1,226,697$39.6M0.00%+1,226,697New
Price T Rowe Associates Inc1,261,928$40.8M0.00%−665,869−34.5%Reduced
Bank of America Corp1,321,256$42.7M0.00%−9,349−0.7%Reduced
Adage Capital Partners GP, L.L.C.1,410,569$45.6M0.07%−212,051−13.1%Reduced
Charles Schwab Investment Management Inc1,534,106$49.6M0.01%+64,872+4.4%Added
Point72 Asset Management, L.P.1,581,402$51.1M0.08%+52,946+3.5%Added
LMR Partners LLP1,624,000$52.5M0.50%+1,624,000New
Bank of New York Mellon Corp1,647,334$53.2M0.01%−19,918−1.2%Reduced
Citigroup Inc1,663,089$53.7M0.04%+1,609,746+3,017.7%Added
Northern Trust Corp1,842,035$59.5M0.01%−57,347−3.0%Reduced
Lakewood Capital Management, LP1,929,648$62.3M4.34%+742,000+62.5%Added
Thrivent Financial for Lutherans1,943,713$62.8M0.11%−78,893−3.9%Reduced
Locust Wood Capital Advisers, LLC1,983,338$64.1M1.60%−1,489,016−42.9%Reduced
Sessa Capital IM, L.P.1,993,545$64.4M1.28%+1,993,545New
Empyrean Capital Partners, LP2,050,000$66.2M2.31%+2,050,000New
American Century Companies Inc2,123,560$68.6M0.03%+1,783,569+524.6%Added
FIL Ltd2,170,449$70.1M0.05%+648,191+42.6%Added
Parsifal Capital Management, LP2,184,355$70.6M7.11%+2,184,355New
Fuller & Thaler Asset Management, Inc.2,539,396$82.0M0.28%−3,368,315−57.0%Reduced
Citadel Advisors LLC2,540,137$82.1M0.06%−1,790,598−41.3%Reduced
Morgan Stanley2,804,430$90.6M0.01%+315,767+12.7%Added
FIFTHDELTA Ltd2,829,484$91.4M19.21%+2,829,484New
UBS Group AG2,902,507$93.8M0.02%+1,958,395+207.4%Added