AXTA

Axalta Coating Systems Ltd$35.81 0.61%
MaterialsUSCUSIP G0750C108· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
304
-236 QoQ
13F Value (tracked)
$6.1B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)40 adding · 18 trimming
Insider net (180d)$0

Price & smart-money activity

$35.81 0.61%5Y +18.7%
$19.72$25.34$30.97$36.60$42.22202120222023202420252026506541615656435037564054262495960351684537060576754805866888679908096851151021011122229
Hover for who · click for detailEnd-of-day closing prices52w $25.44 – $36.03

Who owns AXTA?

304 tracked 13F filers

304 tracked 13F filers disclose a position in AXTA as of the latest SEC 13F filings, a combined $6.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Artisan Partners Limited Partnership
$797.7M
28.8M
+129%
Added · +16.2M sh
Q1 2026
2BlackRock, Inc.
$527.9M
19.1M
−2.3%
Reduced · −441K sh
Q1 2026
3BARROW HANLEY MEWHINNEY & STRAUSS LLC
$505.8M
18.3M
+4.6%
Added · +805K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$265.9M
9.6M
First observed position
No prior filed position
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$263.6M
9.5M
First observed position
No prior filed position
Q1 2026
6DIMENSIONAL FUND ADVISORS LP
$213.1M
7.7M
+11%
Added · +754K sh
Q1 2026
7STATE STREET CORP
$179.1M
6.5M
−3.0%
Reduced · −198K sh
Q1 2026
8FMR LLC
$166.1M
6.0M
+11%
Added · +586K sh
Q1 2026
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$157.8M
5.6M
+90%
Added · +2.7M sh
Q1 2026
10D. E. Shaw & Co., Inc.
$142.1M
5.1M
+70%
Added · +2.1M sh
Q1 2026
11AQR CAPITAL MANAGEMENT LLC
$135.7M
5.0M
+40%
Added · +1.4M sh
Q1 2026
12UBS Group AG
$121.6M
4.4M
+51%
Added · +1.5M sh
Q1 2026
13CITIGROUP INC
$115.3M
4.2M
+150%
Added · +2.5M sh
Q1 2026
14MILLENNIUM MANAGEMENT LLC
$115.2M
4.2M
−19%
Reduced · −986K sh
Q1 2026
15GEODE CAPITAL MANAGEMENT, LLC
$111.8M
4.0M
+2.9%
Added · +113K sh
Q1 2026
16FIFTHDELTA Ltd
$111.0M
4.0M
+42%
Added · +1.2M sh
Q1 2026
17ARIEL INVESTMENTS, LLC
$96.0M
3.5M
−29%
Reduced · −1.4M sh
Q1 2026
18GOLDMAN SACHS GROUP INC
$95.7M
3.5M
−24%
Reduced · −1.1M sh
Q1 2026
19Channing Capital Management, LLC
$114.1M
3.3M
+13%
Added · +386K sh
Q2 2026
20LAKEWOOD CAPITAL MANAGEMENT, LP
$80.2M
2.9M
+50%
Added · +966K sh
Q1 2026
21Sessa Capital IM, L.P.
$61.6M
2.2M
+12%
Added · +230K sh
Q1 2026
22Empyrean Capital Partners, LP
$56.8M
2.0M
Held
Q1 2026
23FIL Ltd
$55.5M
2.0M
−7.8%
Reduced · −168K sh
Q1 2026
24MORGAN STANLEY
$55.4M
2.0M
−29%
Reduced · −805K sh
Q1 2026
25Parsifal Capital Management, LP
$51.6M
1.9M
−15%
Reduced · −321K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AXTA being bought or sold by institutions?

Last quarter, 5 funds opened a new position in AXTA and 35 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
35
funds
Reduced
18
funds
Exited
0
funds

Funds that own AXTA also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT154 funds$241.1B
ALPHABET INC-CL AGOOGL151 funds$142.7B
META PLATFORMS INC-CLASS AMETA150 funds$98.3B
BANK OF AMERICA CORPBAC149 funds$29.2B
BROADCOM INCAVGO148 funds$138.2B
AMAZON.COM INCAMZN147 funds$177.2B
NVIDIA CORPNVDA146 funds$343.1B
APPLE INCAAPL145 funds$258.3B
ALPHABET INC-CL CGOOG144 funds$109.3B
ORACLE CORPORCL144 funds$20.0B
MICRON TECHNOLOGY INCMU143 funds$30.4B
CHEVRON CORPCVX143 funds$28.7B

Ranked by how many of AXTA's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Aug 19, 2025Tufano AmySVP & CHROSell (S)3K$99K
Feb 10, 2025Weaver Troy D.President, Global RefinishSell (S)10K$393K
Dec 4, 2023Awada HadiSVP, Glbl Mobility CoatingsSell (S)11K$336K
Nov 17, 2023BERUBE BRIAN ASVP and General CounselSell (S)8K$234K
Nov 14, 2023Massey AnthonyVP, Global Controller, PAOSell (S)18K$553K
Nov 9, 2023MCLAUGHLIN ROBERT MDirectorSell (S)5K$149K
Sep 13, 2023Kissire Deborah J.DirectorBuy (P)400$11K
Sep 12, 2023COOK WILLIAM MDirectorBuy (P)2K$40K
Sep 6, 2023Stein Kevin MDirectorBuy (P)37K$1.0M
Aug 9, 2023Scanlan JacquelineSVP & CHROSell (S)17K$501K
Aug 4, 2023Villavarayan ChrisCEO & President, DirectorBuy (P)34K$1.0M
Mar 14, 2023COOK WILLIAM MDirectorBuy (P)3K$74K

Institutional ownership over time

71 funds-206 since Q3 2024
0168336Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $235.6M · 1 values withheld

Recent filings

15 shown

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Connected entities for AXTA

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Ask your agent what changed in AXTA

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AXTA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AXTA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AXTA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.