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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, Q1 2026

Institutional positions in Axalta Coating Systems Ltd. as of Mar 31, 2026. 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
384
−26 vs. Q4 2025
Shares held
224.4M
+27.8M (+14.1%) vs. Q4 2025
Total value
$6.22B
−$139.3M (−2.2%) vs. Q4 2025
New holders
60
140 more added
Sold out
86
149 more reduced

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 384 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 heldQ1 2026: $6.22B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Axalta Coating Systems Ltd.; share changes are against Q4 2025.

Institutions holding AXTA in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Artisan Partners Limited Partnership28,796,203$797.7M1.30%+16,220,271+129.0%Added
BlackRock, Inc.19,058,608$527.9M0.01%−440,764−2.3%Reduced
Barrow Hanley Mewhinney & Strauss LLC18,261,518$505.8M1.66%+804,534+4.6%Added
Vanguard Capital Management LLC9,600,071$265.9M0.01%+9,600,071New
Vanguard Portfolio Management LLC9,517,578$263.6M0.01%+9,517,578New
Dimensional Fund Advisors LP7,695,348$213.1M0.04%+754,098+10.9%Added
State Street Corp6,464,569$179.1M0.01%−198,146−3.0%Reduced
FMR LLC5,996,541$166.1M0.01%+586,185+10.8%Added
Massachusetts Financial Services Co5,632,672$157.8M0.05%+2,667,553+90.0%Added
D. E. Shaw & Co., Inc.5,130,258$142.1M0.11%+2,112,571+70.0%Added
AQR Capital Management LLC4,987,233$135.7M0.06%+1,413,024+39.5%Added
UBS Group AG4,389,796$121.6M0.02%+1,487,289+51.2%Added
Citigroup Inc4,161,665$115.3M0.07%+2,498,576+150.2%Added
Millennium Management LLC4,159,939$115.2M0.09%−986,210−19.2%Reduced
Geode Capital Management, LLC4,035,401$111.8M0.01%+113,450+2.9%Added
FIFTHDELTA Ltd4,007,579$111.0M15.32%+1,178,095+41.6%Added
Ariel Investments, LLC3,466,960$96.0M1.07%−1,397,586−28.7%Reduced
Goldman Sachs Group Inc3,454,412$95.7M0.01%−1,076,478−23.8%Reduced
Channing Capital Management, LLC2,946,710$81.6M2.09%−91,280−3.0%Reduced
Lakewood Capital Management, LP2,895,648$80.2M5.15%+966,000+50.1%Added
Sessa Capital IM, L.P.2,223,329$61.6M1.17%+229,784+11.5%Added
Empyrean Capital Partners, LP2,050,000$56.8M1.89%00.0%Unchanged
FIL Ltd2,002,000$55.5M0.04%−168,449−7.8%Reduced
Morgan Stanley1,999,283$55.4M0.00%−805,147−28.7%Reduced
Parsifal Capital Management, LP1,863,336$51.6M6.66%−321,019−14.7%Reduced
Northern Trust Corp1,830,766$50.7M0.01%−11,269−0.6%Reduced
Balyasny Asset Management LLC1,792,695$49.7M0.10%+662,730+58.7%Added
LMR Partners LLP1,764,000$48.9M0.45%+140,000+8.6%Added
Fuller & Thaler Asset Management, Inc.1,659,810$46.0M0.15%−879,586−34.6%Reduced
Qube Research & Technologies Ltd1,592,678$44.1M0.06%+835,704+110.4%Added
Charles Schwab Investment Management Inc1,570,052$43.5M0.01%+35,946+2.3%Added
Price T Rowe Associates Inc1,492,322$41.3M0.00%+230,394+18.3%Added
Arrowstreet Capital, Limited Partnership1,461,773$40.5M0.02%+924,896+172.3%Added
Perpetual Ltd1,398,737$38.7M0.59%+212,425+17.9%Added
Bank of New York Mellon Corp1,328,994$36.8M0.01%−318,340−19.3%Reduced
Vanguard Fiduciary Trust Co1,327,803$36.8M0.01%+1,327,803New
Shapiro Capital Management LLC1,183,018$32.8M2.05%−1,808,882−60.5%Reduced
Capitolis Liquid Global Markets LLC1,153,960$32.0M0.20%+1,153,960New
Nomura Asset Management International Inc.1,151,581$31.9M0.05%−20,169−1.7%Reduced
SEI Investments Co1,146,405$31.8M0.03%+68,532+6.4%Added
Walleye Capital LLC1,084,177$30.0M0.18%−10,248−0.9%Reduced
Quantinno Capital Management LP1,063,450$29.5M0.05%+102,057+10.6%Added
Janus Henderson Group PLC1,036,806$28.7M0.01%+39,385+3.9%Added
Nuveen, LLC987,221$27.3M0.01%+194,981+24.6%Added
JPMorgan Chase & Co978,979$26.1M0.00%−2,111,663−68.3%Reduced
Melqart Asset Management (UK) Ltd922,310$25.5M2.52%+81,506+9.7%Added
ExodusPoint Capital Management, LP877,888$24.3M0.24%+3,613+0.4%Added
New York State Common Retirement Fund841,068$23.3M0.03%−2000.0%Reduced
Bank of America Corp770,595$21.3M0.00%−550,661−41.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund754,000$20.9M0.03%+754,000New
Magnetar Financial LLC741,572$20.5M0.21%+3,171+0.4%Added
Leeward Investments, LLC - MA736,450$20.4M1.01%−22,268−2.9%Reduced
Wellington Management Group LLP720,170$19.9M0.00%−45,473−5.9%Reduced
Natixis676,501$18.7M0.08%+676,501New
Ameriprise Financial Inc675,746$18.7M0.00%−24,658−3.5%Reduced
Point72 Asset Management, L.P.647,511$17.9M0.03%−933,891−59.1%Reduced
HRT Financial LP640,905$17.8M0.04%+186,940+41.2%Added
Amundi637,497$17.7M0.00%+622,217+4,072.1%Added
Algert Global LLC602,345$16.7M0.25%−115,890−16.1%Reduced
Rhumbline Advisers549,886$15.2M0.01%+780+0.1%Added
UBS Asset Management Americas Inc548,374$15.2M0.00%+8,028+1.5%Added
Adage Capital Partners GP, L.L.C.537,865$14.9M0.02%−872,704−61.9%Reduced
Arnhold LLC500,700$13.9M1.02%00.0%Unchanged
Citadel Advisors LLC488,586$13.5M0.01%−2,051,551−80.8%Reduced
Principal Financial Group Inc476,691$13.2M0.01%+17,666+3.8%Added
Verition Fund Management LLC475,990$13.2M0.13%−499,794−51.2%Reduced
Marshall Wace, LLP446,981$12.4M0.01%+446,981New
MAC Alpha Capital Management, LP442,400$12.3M7.15%+29,642+7.2%Added
Trexquant Investment LP441,408$12.2M0.09%+441,408New
California Public Employees Retirement System428,675$11.9M0.01%−409−0.1%Reduced
Alliancebernstein L.P.366,781$11.9M0.00%−636,905−63.5%Reduced
Jane Street Group, LLC427,419$11.8M0.01%+206,983+93.9%Added
Swiss National Bank422,100$11.7M0.01%−4,900−1.1%Reduced
Hotchkis & Wiley Capital Management LLC412,413$11.4M0.04%−36,571−8.1%Reduced
Invesco Ltd.409,852$11.4M0.00%−39,074−8.7%Reduced
Luminus Management LLC399,322$11.1M6.68%+200,710+101.1%Added
Aristotle Capital Boston, LLC385,910$10.7M0.67%−60,183−13.5%Reduced
Gotham Asset Management, LLC382,533$10.6M0.03%−124,815−24.6%Reduced
CNH Partners LLC382,615$10.4M0.17%−185,539−32.7%Reduced
First Trust Advisors LP345,093$9.56M0.01%−160,978−31.8%Reduced
Mackenzie Financial Corp333,574$9.24M0.01%−3,464−1.0%Reduced
Ieq Capital, LLC325,688$9.02M0.04%+31,768+10.8%Added
Mariner, LLC292,703$8.11M0.01%+123,239+72.7%Added
CI Private Wealth, LLC294,308$8.11M0.01%+264,776+896.6%Added
Legal & General Group Plc289,114$8.01M0.00%−39,015−11.9%Reduced
Marathon Asset Mgmt Ltd287,288$7.96M0.31%+33,995+13.4%Added
Retirement Systems of Alabama261,618$7.25M0.02%+5,576+2.2%Added
Cerity Partners LLC255,503$7.08M0.01%+86,348+51.0%Added
California State Teachers Retirement System252,309$6.99M0.01%+48,781+24.0%Added
Natixis Advisors, L.P.250,764$6.95M0.01%−68,622−21.5%Reduced
Jones Financial Companies LLLP250,435$6.72M0.00%+248,851+15,710.3%Added
American Century Companies Inc234,874$6.51M0.00%−1,888,686−88.9%Reduced
Man Group plc227,503$6.30M0.01%+2,528+1.1%Added
CWM, LLC226,981$6.29M0.02%+78,887+53.3%Added
Stanley Capital Management, LLC216,600$6.00M1.00%00.0%Unchanged
Water Island Capital LLC206,902$5.73M0.76%+1,180+0.6%Added
Clearline Capital LP202,324$5.60M0.44%+202,324New
Vanguard Asset Management, Ltd189,992$5.26M0.00%+189,992New
State Board of Administration of Florida Retirement System187,824$5.20M0.01%00.0%Unchanged
Wedge Capital Management L L P184,995$5.12M0.09%+13,834+8.1%Added