Who owns Axalta Coating Systems (AXTA)
Which tracked institutional funds hold AXTA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AXTA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
120 tracked funds added or opened AXTA while 83 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AXTA’s largest tracked holder by dollar value, Artisan Partners Limited Partnership, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AXTA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 335 tracked filers holding AXTA, 153 increased or opened the position and 230 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AXTA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- BAUPOST GROUP LLC/MA$44M
- Jupiter Topco LLC$38M
- Pentwater Capital Management LP$26M
- CAPSTONE INVESTMENT ADVISORS, LLC$17M
- FARALLON CAPITAL MANAGEMENT, L.L.C.$16M
- Grantham, Mayo, Van Otterloo & Co. LLC$11M
Full exits 38
- Qube Research & Technologies Ltd$44M
- SHAPIRO CAPITAL MANAGEMENT LLC$33M
- Walleye Capital LLC$30M
- JANUS HENDERSON GROUP PLC$29M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$21M
- HRT FINANCIAL LP$18M
Largest adds
- Artisan Partners Limited Partnership$288M
- BlackRock, Inc.$188M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$93M
- D. E. Shaw & Co., Inc.$82M
- MILLENNIUM MANAGEMENT LLC$72M
- VANGUARD CAPITAL MANAGEMENT LLC$66M
Largest trims
- AQR CAPITAL MANAGEMENT LLC$96M
- BALYASNY ASSET MANAGEMENT L.P.$48M
- Empyrean Capital Partners, LP$45M
- PRICE T ROWE ASSOCIATES INC /MD/$34M
- GOLDMAN SACHS GROUP INC$17M
- NORGES BANK$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Artisan Partners Limited Partnership added | 31,733,342 | $1.1B | 14.5% | 2026-Q2 |
| BlackRock, Inc. added | 19,536,552 | $669M | 8.9% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 17,505,233 | $599M | 8.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 9,701,675 | $332M | 4.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 9,520,162 | $326M | 4.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 8,085,854 | $277M | 3.7% | 2026-Q2 |
| STATE STREET CORP added | 6,688,186 | $229M | 3.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 6,547,107 | $224M | 3.0% | 2026-Q2 |
| FMR LLC added | 6,060,704 | $207M | 2.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 5,466,995 | $187M | 2.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 5,396,621 | $187M | 2.5% | 2026-Q2 |
| CITIGROUP INC added | 4,833,344 | $165M | 2.2% | 2026-Q2 |
| UBS Group AG added | 4,743,907 | $162M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,082,613 | $140M | 1.9% | 2026-Q2 |
| Sessa Capital IM, L.P. added | 3,539,329 | $121M | 1.6% | 2026-Q2 |
| FIFTHDELTA Ltd trimmed | 3,494,940 | $120M | 1.6% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC trimmed | 3,462,010 | $118M | 1.6% | 2026-Q2 |
| LAKEWOOD CAPITAL MANAGEMENT, LP added | 3,423,648 | $117M | 1.6% | 2026-Q2 |
| Channing Capital Management, LLC added | 3,332,907 | $114M | 1.5% | 2026-Q2 |
| FIL Ltd added | 3,316,825 | $114M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 3,122,063 | $107M | 1.4% | 2026-Q2 |
| LMR Partners LLP added | 2,938,056 | $101M | 1.3% | 2026-Q2 |
| Parsifal Capital Management, LP added | 2,398,295 | $82M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,289,976 | $78M | 1.0% | 2026-Q2 |
| NORGES BANK trimmed | 1,995,329 | $68M | 0.9% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,949,975 | $67M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,859,090 | $64M | 0.9% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC added | 1,684,960 | $58M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,594,436 | $55M | 0.7% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,456,234 | $50M | 0.7% | 2026-Q2 |
| Perpetual Ltd added | 1,449,058 | $50M | 0.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,361,714 | $47M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,353,616 | $46M | 0.6% | 2026-Q2 |
| BAUPOST GROUP LLC/MA new | 1,274,356 | $44M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,270,494 | $43M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,262,561 | $43M | 0.6% | 2026-Q2 |
| Verition Fund Management LLC added | 1,207,479 | $41M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,162,734 | $39M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,097,731 | $38M | 0.5% | 2026-Q2 |
| Jupiter Topco LLC new | 1,096,695 | $38M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 1,019,583 | $35M | 0.5% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 972,150 | $33M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 929,977 | $32M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 801,740 | $28M | 0.4% | 2026-Q2 |
| Pentwater Capital Management LP new | 756,762 | $26M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 756,097 | $26M | 0.3% | 2026-Q2 |
| Magnetar Financial LLC added | 747,203 | $26M | 0.3% | 2026-Q2 |
| AQR Arbitrage LLC added | 743,767 | $25M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 721,877 | $25M | 0.3% | 2026-Q2 |
| Leeward Investments, LLC - MA trimmed | 711,408 | $24M | 0.3% | 2026-Q2 |
| NATIXIS trimmed | 668,913 | $23M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 648,806 | $22M | 0.3% | 2026-Q2 |
| MAC Alpha Capital Management, LP added | 645,643 | $22M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 577,526 | $20M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 547,658 | $19M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 501,605 | $17M | 0.2% | 2026-Q2 |
| Arnhold LLC | 500,700 | $17M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 500,000 | $17M | 0.2% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 500,000 | $17M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 485,907 | $17M | 0.2% | 2026-Q2 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. new | 478,000 | $16M | 0.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 471,263 | $16M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 462,678 | $16M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 439,847 | $15M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 428,200 | $15M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 383,124 | $13M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 365,459 | $10M | 0.1% | 2026-Q2 |
| Melqart Asset Management (UK) Ltd trimmed | 346,041 | $12M | 0.2% | 2026-Q2 |
| Empyrean Capital Partners, LP trimmed | 337,000 | $12M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 334,718 | $11M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 327,885 | $11M | 0.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC new | 323,578 | $11M | 0.1% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 322,430 | $11M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 299,241 | $10M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 294,172 | $10M | 0.1% | 2026-Q2 |
| MUFG Securities EMEA plc new | 268,259 | $9M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 246,465 | $8M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 243,255 | $8M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 242,642 | $8M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 242,631 | $8M | 0.1% | 2026-Q2 |
| Man Group plc added | 236,548 | $8M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 233,313 | $8M | 0.1% | 2026-Q2 |
| Marathon Asset Management Ltd trimmed | 224,707 | $8M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 221,356 | $8M | 0.1% | 2026-Q2 |
| Stanley Capital Management, LLC | 216,600 | $7M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 213,933 | $7M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 211,155 | $7M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 185,364 | $6M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 176,001 | $6M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 173,321 | $6M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 173,065 | $6M | 0.1% | 2026-Q2 |
| Clearline Capital LP trimmed | 167,724 | $6M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 160,611 | $5M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 156,948 | $5M | 0.1% | 2026-Q2 |
| ALPINE ASSOCIATES MANAGEMENT INC. added | 143,556 | $5M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 135,974 | $5M | 0.1% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 125,635 | $4M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 123,523 | $4M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 103,034 | $4M | 0.0% | 2026-Q2 |
| Cullen Capital Management, LLC trimmed | 97,586 | $3M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.