Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AXTA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Artisan Partners Limited Partnership | 28.8M | $797.7M | +129.0% | 13.496% | 1.29% |
| 2 | BlackRock, Inc. | 19.1M | $527.9M | -2.3% | 8.932% | 0.01% |
| 3 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 18.3M | $505.8M | +4.6% | 8.558% | 1.66% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | $265.9M | — | 4.499% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.5M | $263.6M | — | 4.460% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 7.7M | $213.1M | +10.9% | 3.607% | 0.04% |
| 7 | STATE STREET CORP | 6.5M | $179.1M | -3.0% | 3.030% | 0.01% |
| 8 | FMR LLC | 6.0M | $166.1M | +10.8% | 2.810% | 0.01% |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5.6M | $157.8M | +90.0% | 2.640% | 0.05% |
| 10 | D. E. Shaw & Co., Inc. | 5.1M | $142.1M | +70.0% | 2.404% | 0.13% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 5.0M | $135.7M | +39.5% | 2.337% | 0.06% |
| 12 | UBS Group AG | 4.4M | $121.6M | +51.2% | 2.057% | 0.02% |
| 13 | CITIGROUP INC | 4.2M | $115.3M | +150.2% | 1.950% | 0.05% |
| 14 | MILLENNIUM MANAGEMENT LLC | 4.2M | $115.2M | -19.2% | 1.950% | 0.08% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 4.0M | $111.8M | +2.9% | 1.891% | 0.01% |
| 16 | FIFTHDELTA Ltd | 4.0M | $111.0M | +41.6% | 1.878% | 15.32% |
| 17 | ARIEL INVESTMENTS, LLC | 3.5M | $96.0M | -28.7% | 1.625% | 1.07% |
| 18 | GOLDMAN SACHS GROUP INC | 3.5M | $95.7M | -23.8% | 1.619% | 0.01% |
| 19 | Channing Capital Management, LLC | 2.9M | $81.6M | -3.0% | 1.381% | 2.09% |
| 20 | LAKEWOOD CAPITAL MANAGEMENT, LP | 2.9M | $80.2M | +50.1% | 1.357% | 5.19% |
| 21 | Sessa Capital IM, L.P. | 2.2M | $61.6M | +11.5% | 1.042% | 1.17% |
| 22 | Empyrean Capital Partners, LP | 2.0M | $56.8M | 0.0% | 0.961% | 1.89% |
| 23 | FIL Ltd | 2.0M | $55.5M | -7.8% | 0.938% | 0.04% |
| 24 | MORGAN STANLEY | 2.0M | $55.4M | -28.7% | 0.937% | 0.00% |
| 25 | Parsifal Capital Management, LP | 1.9M | $51.6M | -14.7% | 0.873% | 6.66% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AXTA — a direct measure of their conviction.
Filings activity in AXTA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 369 | 9.8% | 85.66% | 11.30 pp | $6.05B | 12% |
| Q4 2025 | 409 | +7.1% | 96.96% | +10.93 pp | $6.85B | +13% |
| Q3 2025 | 382 | 0.5% | 86.03% | 21.02 pp | $6.08B | 20% |
| Q2 2025 | 384 | 1.0% | 107.05% | +8.50 pp | $7.56B | +8.6% |
| Q1 2025 | 388 | 0.5% | 98.55% | 3.25 pp | $6.96B | 3.2% |
| Q4 2024 | 390 | 0.3% | 101.80% | 4.77 pp | $7.19B | 4.5% |
| Q3 2024 | 391 | +6.0% | 106.57% | +3.94 pp | $7.53B | +3.8% |
| Q2 2024 | 369 | — | 102.63% | — | $7.25B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AXTA stock.
Based on Q1 2026 13F filings, institutional ownership of Axalta Coating Systems Ltd. stands at 85.7%, held across 369 reporting institutions.
Artisan Partners Limited Partnership is the largest reported institutional holder of AXTA, with approximately 28,796,203 shares worth $0.80B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AXTA, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for AXTA is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
58 institutions opened new positions in AXTA during Q1 2026, while 98 fully exited. 76 added to existing positions and 234 trimmed.
AXTA institutional ownership fell by 11.30 percentage points quarter-over-quarter, with a net change of -40 holders.
The top 10 institutions account for 53.2% of all reported 13F value in AXTA, and the top 25 account for 75.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Axalta Coating Systems Ltd. (AXTA) Institutional Ownership