Axalta Coating Systems Ltd.: which funds bought and sold

Institutions that bought and sold Axalta Coating Systems shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 151 institutions that filed 13F reports for both quarters added to or opened positions in Axalta Coating Systems, and 211 cut or closed them. Together they sold a net 255K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 956K shares (+0.9%); index fund managers were net buyers of 913K shares (+1.7%). 39 opened a new position and 62 sold out entirely.

Bought, Q2 2026 151 institutions, 39 of them new holders Sold, Q2 2026 211 institutions, 62 of them sold out

Net change, all compared −255K shares (−0.1%)

Net change, active managers +956K shares (+0.9%), 28 bought, 32 sold

Buyers versus sellers

institutions compared, 412

151 bought 50 211 sold

Active managers and hedge funds 28 bought · 32 sold · +956K

Index fund managers 8 bought · 3 sold · +913K

Other institutions 115 bought · 176 sold · −2.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Artisan Partners Limited Partnership Active manager	+2.9M +10.2%	31.7M	$1.1B
D. E. Shaw & Co., Inc. Hedge fund	+1.4M +27.6%	6.5M	$224M
Sessa Capital Im, L.P. Hedge fund	+1.3M +59.2%	3.5M	$121M
Fil Ltd Active manager	+1.3M +65.7%	3.3M	$114M
Millennium Management LLC Hedge fund	+1.3M +31.4%	5.5M	$187M
SG Americas Securities, LLC	+1.3M +3125.0%	1.3M	$45.1M
Baupost Group LLC Hedge fund	+1.3M New position	1.3M	$43.6M
LMR Partners LLP Hedge fund	+1.2M +66.6%	2.9M	$101M
Morgan Stanley	+1.1M +56.2%	3.1M	$107M
Gotham Asset Management, LLC Hedge fund	+1.1M +280.7%	1.5M	$49.8M
Pentwater Capital Management LP Hedge fund	+757K New position	757K	$25.9M
Verition Fund Management LLC Hedge fund	+731K +153.7%	1.2M	$41.3M
Citigroup Inc	+672K +16.1%	4.8M	$165M
Parsifal Capital Management, LP	+535K +28.7%	2.4M	$82.1M
Capitolis Liquid Global Markets LLC	+531K +46.0%	1.7M	$57.7M
Lakewood Capital Management, LP Hedge fund	+528K +18.2%	3.4M	$117M
Capstone Investment Advisors, LLC Hedge fund	+500K New position	500K	$17.1M
Blackrock, Inc. Index funds	+478K +2.5%	19.5M	$669M
Dimensional Fund Advisors LP	+391K +5.1%	8.1M	$277M
Channing Capital Management, LLC	+386K +13.1%	3.3M	$114M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Artisan Partners Limited Partnership Active manager	+2.9M +10.2%	31.7M	$1.1B
D. E. Shaw & Co., Inc. Hedge fund	+1.4M +27.6%	6.5M	$224M
Sessa Capital Im, L.P. Hedge fund	+1.3M +59.2%	3.5M	$121M
Fil Ltd Active manager	+1.3M +65.7%	3.3M	$114M
Millennium Management LLC Hedge fund	+1.3M +31.4%	5.5M	$187M
Baupost Group LLC Hedge fund	+1.3M New position	1.3M	$43.6M
LMR Partners LLP Hedge fund	+1.2M +66.6%	2.9M	$101M
Gotham Asset Management, LLC Hedge fund	+1.1M +280.7%	1.5M	$49.8M
Pentwater Capital Management LP Hedge fund	+757K New position	757K	$25.9M
Verition Fund Management LLC Hedge fund	+731K +153.7%	1.2M	$41.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	−3.8M −76.7%	1.2M	$39.4M
Balyasny Asset Management L.P. Hedge fund	−1.8M −98.1%	35K	$1.2M
Empyrean Capital Partners, LP Hedge fund	−1.7M −83.6%	337K	$11.5M
Qube Research & Technologies Ltd Hedge fund	−1.6M Sold out	0	—
Price T Rowe Associates Inc Active manager	−1.3M −85.7%	214K	$7.3M
Shapiro Capital Management LLC	−1.2M Sold out	0	—
Goldman Sachs Group Inc	−1.2M −33.7%	2.3M	$78.4M
Walleye Capital LLC Hedge fund	−1.1M Sold out	0	—
Barrow Hanley Mewhinney & Strauss LLC Active manager	−756K −4.1%	17.5M	$599M
Healthcare Of Ontario Pension Plan Trust Fund	−754K Sold out	0	—
Melqart Asset Management (UK) Ltd	−576K −62.5%	346K	$11.8M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−546K −99.6%	2,425	$82,984
Fifthdelta Ltd	−513K −12.8%	3.5M	$120M
Citadel Advisors LLC Hedge fund	−489K Sold out	0	—
Jane Street Group, LLC	−427K Sold out	0	—
Luminus Management LLC	−399K Sold out	0	—
Algert Global LLC Hedge fund	−369K −61.3%	233K	$8M
Nuveen, LLC	−338K −34.3%	649K	$22.2M
Ieq Capital, LLC	−316K −96.9%	10K	$342,200
Point72 Asset Management, L.P. Hedge fund	−313K −48.3%	335K	$11.5M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	−3.8M −76.7%	1.2M	$39.4M
Balyasny Asset Management L.P. Hedge fund	−1.8M −98.1%	35K	$1.2M
Empyrean Capital Partners, LP Hedge fund	−1.7M −83.6%	337K	$11.5M
Qube Research & Technologies Ltd Hedge fund	−1.6M Sold out	0	—
Price T Rowe Associates Inc Active manager	−1.3M −85.7%	214K	$7.3M
Walleye Capital LLC Hedge fund	−1.1M Sold out	0	—
Barrow Hanley Mewhinney & Strauss LLC Active manager	−756K −4.1%	17.5M	$599M
Citadel Advisors LLC Hedge fund	−489K Sold out	0	—
Algert Global LLC Hedge fund	−369K −61.3%	233K	$8M
Point72 Asset Management, L.P. Hedge fund	−313K −48.3%	335K	$11.5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Baupost Group LLCHedge fund	1.3M	$43.6M
Pentwater Capital Management LPHedge fund	757K	$25.9M
Capstone Investment Advisors, LLCHedge fund	500K	$17.1M
Grantham, Mayo, Van Otterloo & Co. LLCActive manager	324K	$11.1M
Mufg Securities Emea PLC	268K	$9.2M
Thompson Siegel & Walmsley LLC	159K	$5.4M
Susquehanna International Group, LLP	85K	$2.9M
Maven Securities Ltd	35K	$1.2M
Regents Gate Capital LLP	26K	$903,956
Xtx Topco Ltd	22K	$768,307

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Qube Research & Technologies LtdHedge fund	1.6M	$44.1M
Shapiro Capital Management LLC	1.2M	$32.8M
Walleye Capital LLCHedge fund	1.1M	$30M
Healthcare Of Ontario Pension Plan Trust Fund	754K	$20.9M
Citadel Advisors LLCHedge fund	489K	$13.5M
Jane Street Group, LLC	427K	$11.8M
Luminus Management LLC	399K	$11.1M
Turas Capital Management LP	152K	$4.2M
Bank Of Nova Scotia	141K	$3.9M
Y-Intercept (Hong Kong) Ltd	131K	$3.6M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 357
Ten largest holders: 53.4%
Index fund managers: 24.2%
Active managers and hedge funds: 46.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	28	32	5	8	+956K	+0.9%
Index fund managers	8	3	0	0	+913K	+1.7%
Other institutions	115	176	34	54	−2.1M	−3.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Axalta Coating Systems.

Only managers that filed a holdings report for both quarters are compared (412 here). 13 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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