Axalta Coating Systems Ltd. (AXTA) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $647.8M

AXTA ranks #1705 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AXTA is a top-conviction position for FIFTHDELTA Ltd — at 14.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AXTA belongs to Artisan Partners Limited Partnership, but the position matters far more to FIFTHDELTA Ltd, who has 14.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Artisan Partners Limited Partnership has added to its AXTA position for two straight quarters, increasing it by $679.6M to reach $1.1B today.

Ken Griffin has trimmed its AXTA position for two straight quarters, cutting it by $81.7M while still holding $1.1M.

AXTA is up 2% today, and institutions have been net buyers of $647.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AXTA posted net income of $369.0M over the trailing twelve months.

• Profitable — net income of $369.0M over the trailing twelve months
• Revenue declined 2.6% year over year
• Net income declined year over year, from $449.0M to $369.0M
• Generated $649.0M in positive operating cash flow
• Current ratio of 2.06x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.22x equity — a highly leveraged balance sheet worth noting