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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
Merit Financial Group, LLC31,250$865.6K0.01%+4,872+18.5%Added
Buckingham Strategic Partners31,343$868.2K0.01%+14,909+90.7%Added
Engineers Gate Manager LP31,810$881.1K0.01%−117,136−78.6%Reduced
Brighton Jones LLC31,966$885.5K0.02%+31,966New
Summit Trail Advisors, LLC33,075$916.2K0.01%−2,994−8.3%Reduced
Pictet Asset Management Holding SA35,738$989.9K0.00%+5,896+19.8%Added
State of Wisconsin Investment Board36,282$1.01M0.00%−170,414−82.4%Reduced
Ameritas Investment Partners, Inc.39,313$1.09M0.03%+215+0.5%Added
SG Americas Securities, LLC40,870$1.13M0.00%−482,144−92.2%Reduced
Oregon Public Employees Retirement Fund43,816$1.21M0.02%+1,400+3.3%Added
Ethic Inc.44,127$1.22M0.02%+14,742+50.2%Added
EFG International AG44,363$1.23M0.03%+433+1.0%Added
New Mexico Educational Retirement Board45,100$1.25M0.04%00.0%Unchanged
Capricorn Fund Managers Ltd45,516$1.26M0.20%−34,484−43.1%Reduced
Harbor Capital Advisors, Inc.46,302$1.28M0.10%−44,350−48.9%Reduced
Toroso Investments, LLC46,471$1.29M0.00%+29,237+169.6%Added
Mitsubishi UFJ Trust & Banking Corp46,899$1.30M0.00%+13,020+38.4%Added
Federated Hermes, Inc.47,065$1.30M0.00%−4,878−9.4%Reduced
Alpine Associates Management Inc.47,226$1.31M0.08%−174−0.4%Reduced
KLP Kapitalforvaltning AS47,600$1.32M0.01%+1,100+2.4%Added
Formuepleje A/S48,123$1.33M0.12%+48,123New
Thrivent Financial for Lutherans48,477$1.34M0.00%−1,895,236−97.5%Reduced
Skandinaviska Enskilda Banken AB (publ)50,000$1.39M0.03%+35,000+233.3%Added
Taconic Capital Advisors LP50,000$1.39M0.95%+50,000New
State of Michigan Retirement System51,400$1.42M0.01%+1,000+2.0%Added
Aurora Investment Counsel51,960$1.44M0.80%−2,360−4.3%Reduced
The PNC Financial Services Group, Inc.52,416$1.45M0.00%−3,870−6.9%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys53,468$1.48M0.01%+81+0.2%Added
Baldwin Investment Management, LLC54,029$1.50M0.17%−4,275−7.3%Reduced
Vanguard Investments Australia, Ltd.54,117$1.50M0.00%+54,117New
Entropy Technologies, LP54,290$1.50M0.07%+54,290New
Lighthouse Investment Partners, LLC54,701$1.52M0.06%+19,701+56.3%Added
Wells Fargo & Company55,059$1.53M0.00%−162,323−74.7%Reduced
Mangrove Partners55,533$1.54M0.12%+55,533New
Brevan Howard Capital Management LP56,880$1.58M0.02%+56,880New
Arizona State Retirement System58,601$1.62M0.01%−1,709−2.8%Reduced
Louisiana State Employees Retirement System61,900$1.71M0.03%+2,900+4.9%Added
Aigen Investment Management, LP61,909$1.71M0.44%+61,909New
Yousif Capital Management, LLC64,680$1.79M0.02%−3,302−4.9%Reduced
Impax Asset Management Group plc65,500$1.81M0.01%+23,828+57.2%Added
Voya Investment Management LLC66,533$1.84M0.00%−3,737−5.3%Reduced
Captrust Financial Advisors67,050$1.86M0.00%−9,023−11.9%Reduced
Public Employees Retirement System of Ohio67,144$1.86M0.01%+3,038+4.7%Added
Teachers Retirement System of the State of Kentucky67,332$1.86M0.01%00.0%Unchanged
New York State Teachers Retirement System68,528$1.90M0.00%−4,617−6.3%Reduced
Teacher Retirement System of Texas71,891$1.99M0.01%+39,664+123.1%Added
State of New Jersey Common Pension Fund D77,031$2.13M0.01%00.0%Unchanged
Mutual of America Capital Management LLC81,780$2.27M0.03%−7,007−7.9%Reduced
State of Tennessee, Treasury Department82,730$2.29M0.01%00.0%Unchanged
Vanguard Global Advisers, LLC86,076$2.38M0.00%+86,076New
Colony Group, LLC86,470$2.42M0.00%+11,853+15.9%Added
Envestnet Asset Management Inc88,188$2.44M0.00%−369,560−80.7%Reduced
CIBC Bancorp USA Inc.88,764$2.46M0.00%+88,764New
Police & Firemen's Retirement System of New Jersey89,695$2.48M0.02%+687+0.8%Added
Hudson Bay Capital Management LP89,756$2.49M0.01%−25,000−21.8%Reduced
Intech Investment Management LLC89,872$2.49M0.02%+37,811+72.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)90,010$2.49M0.01%−85,764−48.8%Reduced
Two Sigma Investments, LP91,000$2.52M0.00%+91,000New
Treasurer of the State of North Carolina91,182$2.53M0.01%+1,939+2.2%Added
Handelsbanken Fonder AB96,100$2.66M0.01%+38,600+67.1%Added
Amalgamated Bank96,455$2.67M0.02%+1,212+1.3%Added
Cullen Capital Management LLC98,177$2.72M0.03%−140.0%Reduced
Mirabella Financial Services LLP99,952$2.77M0.27%+84,190+534.1%Added
Manufacturers Life Insurance Company, The102,594$2.84M0.00%−40,677−28.4%Reduced
Barclays PLC104,287$2.89M0.00%−199,450−65.7%Reduced
MetLife Investment Management104,970$2.91M0.01%−453,812−81.2%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH107,335$2.97M0.01%−4,642−4.1%Reduced
Quinn Opportunity Partners LLC110,000$3.05M0.16%−20,000−15.4%Reduced
Bridgewater Associates, LP111,294$3.08M0.01%+16,646+17.6%Added
Pathstone Holdings, LLC118,060$3.27M0.01%−44,069−27.2%Reduced
Advisors Preferred, LLC118,362$3.28M0.49%+34,835+41.7%Added
Gamco Investors, Inc. Et Al125,785$3.48M0.03%−225−0.2%Reduced
Creative Planning126,485$3.50M0.00%+38,325+43.5%Added
Mercer Global Advisors Inc129,044$3.57M0.01%+48,457+60.1%Added
Y-Intercept (Hong Kong) Ltd130,710$3.62M0.07%+130,710New
Wealth Enhancement Advisory Services, LLC155,107$3.75M0.01%+49,120+46.3%Added
Bank of Nova Scotia140,721$3.90M0.01%−189,189−57.3%Reduced
Victory Capital Management Inc145,446$4.03M0.00%+927+0.6%Added
Russell Investments Group, Ltd.151,856$4.18M0.00%+3,786+2.6%Added
Squarepoint Ops LLC151,920$4.21M0.01%+151,920New
Turas Capital Management LP152,100$4.21M1.08%+152,100New
Great West Life Assurance Co155,090$4.30M0.01%+998+0.6%Added
Franklin Resources Inc159,768$4.43M0.00%+19,326+13.8%Added
Tudor Investment Corp Et Al183,156$5.07M0.03%+183,156New
Wedge Capital Management L L P184,995$5.12M0.09%+13,834+8.1%Added
State Board of Administration of Florida Retirement System187,824$5.20M0.01%00.0%Unchanged
Vanguard Asset Management, Ltd189,992$5.26M0.00%+189,992New
Clearline Capital LP202,324$5.60M0.44%+202,324New
Water Island Capital LLC206,902$5.73M0.76%+1,180+0.6%Added
Stanley Capital Management, LLC216,600$6.00M1.00%00.0%Unchanged
CWM, LLC226,981$6.29M0.02%+78,887+53.3%Added
Man Group plc227,503$6.30M0.01%+2,528+1.1%Added
American Century Companies Inc234,874$6.51M0.00%−1,888,686−88.9%Reduced
Jones Financial Companies LLLP250,435$6.72M0.00%+248,851+15,710.3%Added
Natixis Advisors, L.P.250,764$6.95M0.01%−68,622−21.5%Reduced
California State Teachers Retirement System252,309$6.99M0.01%+48,781+24.0%Added
Cerity Partners LLC255,503$7.08M0.01%+86,348+51.0%Added
Retirement Systems of Alabama261,618$7.25M0.02%+5,576+2.2%Added
Marathon Asset Mgmt Ltd287,288$7.96M0.31%+33,995+13.4%Added
Legal & General Group Plc289,114$8.01M0.00%−39,015−11.9%Reduced