§ CHEMICALS
USD · ChemicalsAXTA
AXALTA COATING SYSTEMS LTD
USDSector · ChemicalsBeta · 1.35
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
169 increased/new, 148 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.1 | P/B | 2.94 |
| EPS (TTM) | 1.74 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Artisan Partners Limited Partnership | 28.8M | 1.3% | +129% |
| BlackRock, Inc. | 19.1M | 0.0% | −2% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 18.3M | 1.7% | +5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9.5M | n/a | n/a |
| Dimensional Fund Advisors | 7.7M | 0.0% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for AXTA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER41.2% · 273 holders
QUALITY / COMPOUNDER26.5% · 22 holders
DEALER / BANK12.3% · 33 holders
PASSIVE / INDEX12.3% · 9 holders
DEEP VALUE9.3% · 2 holders
TACTICAL / MACRO3.2% · 6 holders
ACTIVIST2.4% · 1 holder
INCOME / DEFENSIVE2.0% · 27 holders
SYSTEMATIC / QUANT1.5% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AXTA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AXTA yet.