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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
Massachusetts Financial Services Co2,965,119$95.8M0.03%−941,601−24.1%Reduced
Shapiro Capital Management LLC2,991,900$96.7M5.10%+685,519+29.7%Added
D. E. Shaw & Co., Inc.3,017,687$97.5M0.07%−274,810−8.3%Reduced
Channing Capital Management, LLC3,037,990$98.2M2.52%+2,644,783+672.6%Added
JPMorgan Chase & Co3,090,642$99.9M0.01%−5,541,033−64.2%Reduced
AQR Capital Management LLC3,574,209$115.5M0.06%−251,737−6.6%Reduced
Geode Capital Management, LLC3,921,951$126.7M0.01%−34,293−0.9%Reduced
Goldman Sachs Group Inc4,530,890$146.4M0.02%−305,361−6.3%Reduced
Ariel Investments, LLC4,864,546$157.2M1.70%+675,585+16.1%Added
Millennium Management LLC5,146,149$166.3M0.12%−2,691,962−34.3%Reduced
FMR LLC5,410,356$174.8M0.01%−3,153,872−36.8%Reduced
State Street Corp6,662,715$215.3M0.01%−100,456−1.5%Reduced
Dimensional Fund Advisors LP6,941,250$224.3M0.05%+1,845,353+36.2%Added
Artisan Partners Limited Partnership12,575,932$406.3M0.62%+11,301,977+887.2%Added
Barrow Hanley Mewhinney & Strauss LLC17,456,984$564.0M1.88%+1,815,715+11.6%Added
BlackRock, Inc.19,499,372$630.0M0.01%−645,067−3.2%Reduced
Vanguard Group Inc20,677,793$668.1M0.01%−2,157,090−9.4%Reduced
Marshall Wace, LLP0$00.00%−1,115,674−100.0%Sold out
Trinity Street Asset Management LLP0$00.00%−770,919−100.0%Sold out
Schroder Investment Management Group0$00.00%−581,342−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−560,087−100.0%Sold out
Moore Capital Management, LP0$00.00%−440,676−100.0%Sold out
Trexquant Investment LP0$00.00%−333,496−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−301,946−100.0%Sold out
SG Capital Management LLC0$00.00%−284,462−100.0%Sold out
HITE Hedge Asset Management LLC0$00.00%−277,129−100.0%Sold out
Renaissance Technologies LLC0$00.00%−243,100−100.0%Sold out
Twinbeech Capital LP0$00.00%−211,548−100.0%Sold out
Regents Gate Capital LLP0$00.00%−194,060−100.0%Sold out
Night Squared LP0$00.00%−186,325−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−117,090−100.0%Sold out
Prospector Partners LLC0$00.00%−104,799−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−98,225−100.0%Sold out
Aigen Investment Management, LP0$00.00%−93,964−100.0%Sold out
Sciencast Management LP0$00.00%−78,995−100.0%Sold out
Toronto Dominion Bank0$00.00%−52,800−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−52,533−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−45,872−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−44,328−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−40,560−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−37,592−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−36,763−100.0%Sold out
Horizon Investments, LLC0$00.00%−36,100−100.0%Sold out
Scientech Research LLC0$00.00%−28,017−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−27,104−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−26,200−100.0%Sold out
Appian Way Asset Management LP0$00.00%−25,469−100.0%Sold out
New York Life Investment Management LLC0$00.00%−22,188−100.0%Sold out
Oxford Asset Management LLP0$00.00%−22,173−100.0%Sold out
PDT Partners, LLC0$00.00%−19,268−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−19,121−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−18,765−100.0%Sold out
Vestcor Inc0$00.00%−18,272−100.0%Sold out
Brighton Jones LLC0$00.00%−17,195−100.0%Sold out
Omers Administration Corp0$00.00%−16,300−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−16,408−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−13,212−100.0%Sold out
Inceptionr LLC0$00.00%−12,171−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−12,121−100.0%Sold out
Shay Capital LLC0$00.00%−10,000−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−9,948−100.0%Sold out
111 Capital0$00.00%−9,357−100.0%Sold out
MQS Management LLC0$00.00%−8,870−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−7,934−100.0%Sold out
Quantbot Technologies LP0$00.00%−7,324−100.0%Sold out
State of Wyoming0$00.00%−5,360−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−4,597−100.0%Sold out
Ci Investments Inc.0$00.00%−922−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−522−100.0%Sold out
Rise Advisors, LLC0$00.00%−417−100.0%Sold out
Optiver Holding B.V.0$00.00%−325−100.0%Sold out
Hilltop National Bank0$00.00%−317−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−342−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−268−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−206−100.0%Sold out
Advisory Services Network, LLC0$00.00%−131−100.0%Sold out
Mather Group, LLC.0$00.00%−113−100.0%Sold out
First Pacific Financial0$00.00%−106−100.0%Sold out
IMG Wealth Management, Inc.0$00.00%−53−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−43−100.0%Sold out
Bare Financial Services, Inc0$00.00%−27−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−24−100.0%Sold out
Aventura Private Wealth, LLC0$00.00%−16−100.0%Sold out
Imprint Wealth LLC0$00.00%−8−100.0%Sold out
Rakuten Securities, Inc.0$00.00%−4−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−1−100.0%Sold out
Glenmede Investment Management, LP––––Not filed
Cubist Systematic Strategies, LLC––––Not filed
AXA Investment Managers S.A.––––Not filed
Point72 (DIFC) Ltd––––Not filed
Point72 Hong Kong Ltd––––Not filed
Full Sail Capital, LLC––––Not filed
Shell Asset Management Co––––Not filed
Point72 Asia (Singapore) Pte. Ltd.––––Not filed
Hemington Wealth Management––––Not filed
Binnacle Investments Inc––––Not filed