AXTANYSEPaints, Varnishes, Lacquers, Enamels & Allied ProdsFiscal year ends December 31
Axalta Coating Systems Ltd.
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 29, 2026
$33.68+0.24 (+0.72%)
Close on Oct 19, 2026
- Market cap
- $7.23B
- P/E (TTM)
- 19.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
226M of 214M shares
Institutional holders
361
47 new, 65 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Artisan Partners Holdings LP | 31,733,342 | 14.80% | 13G (passive) amendment | Jun 30, 2026 |
| Artisan Partners Asset Management Inc. | 28,796,203 | 13.50% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 20,040,625 | 9.10% | 13G (passive) amendment | Sep 30, 2024 |
| Barrow Hanley Mewhinney & Strauss LLC | 17,505,233 | 8.20% | 13G (passive) | Jun 30, 2026 |
| Artisan Investments GP LLC | 12,575,932 | 5.90% | 13G (passive) | Dec 31, 2025 |
| Vanguard Capital Management | 11,232,272 | 5.26% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AXTA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 31,733,342 | 14.83% | $1.09B | +2,937,139 | 1.72% |
| BlackRock, Inc. | 19,536,552 | 9.13% | $668.54M | +477,944 | 0.01% |
| Barrow Hanley Mewhinney & Strauss LLC | 17,505,233 | 8.18% | $599.03M | −756,285 | 1.82% |
| Vanguard Capital Management LLC | 9,701,675 | 4.53% | $331.99M | +101,604 | 0.01% |
| Vanguard Portfolio Management LLC | 9,520,162 | 4.45% | $325.78M | +2,584 | 0.01% |
| Dimensional Fund Advisors LP | 8,085,854 | 3.78% | $276.69M | +390,506 | 0.05% |
| State Street Corp | 6,688,186 | 3.13% | $228.87M | +223,617 | 0.01% |
| D. E. Shaw & Co., Inc. | 6,547,107 | 3.06% | $224.04M | +1,416,849 | 0.11% |
| FMR LLC | 6,060,704 | 2.83% | $207.40M | +64,163 | 0.01% |
| Millennium Management LLC | 5,466,995 | 2.55% | $187.08M | +1,307,056 | 0.07% |
| Massachusetts Financial Services Co /Ma/ | 5,396,621 | 2.52% | $186.97M | −236,051 | 0.06% |
| Citigroup Inc | 4,833,344 | 2.26% | $165.40M | +671,679 | 0.05% |
| UBS Group AG | 4,743,907 | 2.22% | $162.34M | +354,111 | 0.02% |
| Geode Capital Management, LLC | 4,082,613 | 1.91% | $139.74M | +47,212 | 0.01% |
| Sessa Capital IM, L.P. | 3,539,329 | 1.65% | $121.12M | +1,316,000 | 2.03% |
| FIFTHDELTA Ltd | 3,494,940 | 1.63% | $119.60M | −512,639 | 14.02% |
| Ariel Investments, LLC | 3,462,010 | 1.62% | $118.47M | −4,950 | 1.18% |
| Lakewood Capital Management, LP | 3,423,648 | 1.60% | $117.16M | +528,000 | 6.04% |
| Channing Capital Management, LLC | 3,332,907 | 1.56% | $114.05M | +386,197 | 2.63% |
| FIL Ltd | 3,316,825 | 1.55% | $113.50M | +1,314,825 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 361 | 226M | 100.0% | 47 / 113 | 151 / 65 | 28M | 25M |
| Q1 2026 | 384 | 224M | 100.0% | 60 / 140 | 149 / 87 | 63M | 39M |
| Q4 2025 | 417 | 222M | 100.0% | 103 / 129 | 145 / 69 | 55M | 60M |
| Q3 2025 | 393 | 228M | 100.0% | 57 / 138 | 154 / 48 | 39M | 30M |
| Q2 2025 | 387 | 219M | 100.0% | 61 / 154 | 127 / 65 | 22M | 24M |
| Q1 2025 | 395 | 221M | 100.0% | 62 / 141 | 132 / 60 | 20M | 14M |
| Q4 2024 | 400 | 218M | 100.0% | 55 / 139 | 151 / 51 | 17M | 31M |
| Q3 2024 | 401 | 232M | 100.0% | 64 / 148 | 126 / 37 | 39M | 19M |
| Q2 2024 | 375 | 232M | 100.0% | 55 / 133 | 125 / 40 | 20M | 31M |
| Q1 2024 | 365 | 244M | 100.0% | 49 / 136 | 123 / 45 | 28M | 20M |
| Q4 2023 | 364 | 236M | 100.0% | 76 / 112 | 138 / 30 | 40M | 24M |
| Q3 2023 | 322 | 220M | 100.0% | 39 / 104 | 135 / 46 | 19M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AXTA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,800,605 | 3.18% | $232.72M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,909,588 | 2.29% | $168.01M | 0.09% | Jun 30, 2026 |
| Bridge Builder Large Cap Value Fund | 3,404,638 | 1.59% | $116.51M | 0.40% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,109,212 | 1.45% | $106.40M | 0.16% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,454,555 | 1.15% | $83.99M | 0.09% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 1,873,841 | 0.88% | $64.12M | 0.51% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 1,408,506 | 0.66% | $50.44M | 0.35% | Jul 31, 2026 |
| Bridge Builder Tax Managed Large Cap Fund | 1,029,956 | 0.48% | $35.25M | 0.42% | Jun 30, 2026 |
| Ariel Fund | 849,123 | 0.40% | $29.06M | 1.00% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 699,836 | 0.33% | $25.06M | 0.16% | Jul 31, 2026 |
| Ariel Appreciation Fund | 655,517 | 0.31% | $22.43M | 2.34% | Jun 30, 2026 |
| Vanguard Materials Index Fund | 619,174 | 0.29% | $19.05M | 0.42% | May 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 521,485 | 0.24% | $18.67M | 0.04% | Jul 31, 2026 |
| iShares Russell 1000 Value ETF | 477,719 | 0.22% | $16.35M | 0.02% | Jun 30, 2026 |
| Vanguard S&p Mid-Cap 400 Index Fund | 340,731 | 0.16% | $10.48M | 0.19% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Chris Villavarayan | CEO & President, Director | 242,496 | 0.11% | Mar 5, 2026 |
| Amy Tufano | SVP & CHRO | 21,509 | 0.01% | Sep 22, 2026 |
| Alex Tablin-Wolf | SVP, GC and Corp. Secretary | 26,283 | 0.01% | Sep 22, 2026 |
| Carl Douglas Anderson II | SVP and CFO | 90,417 | 0.04% | Aug 18, 2026 |
| Anthony Massey | VP, Finance & CAO | 45,702 | 0.02% | Aug 4, 2026 |
| Troy D. Weaver | President, Global Refinish | 108,035 | 0.05% | Mar 5, 2026 |
| Hadi Awada | President, Glbl Mob. Coatings | 58,902 | 0.03% | Mar 5, 2026 |
| Timothy Earl Joseph Bowes | President, Glbl Ind. Coatings | 25,817 | 0.01% | Mar 5, 2026 |
| Rakesh Sachdev | Director | 146,827 | 0.07% | Mar 5, 2026 |
| Samuel L. Smolik | Director | 66,473 | 0.03% | Mar 5, 2026 |
| Kevin M. Stein | Director | 50,950 | 0.02% | Mar 5, 2026 |
| Tyrone Michael Jordan | Director | 29,114 | 0.01% | Mar 5, 2026 |
| Jan Bertsch | Director | 21,074 | 0.01% | Mar 5, 2026 |
| Mary Slagle Zappone | Director | 13,453 | 0.01% | Mar 5, 2026 |
| Deborah J. Kissire | Director | 60,673 | 0.03% | Mar 5, 2026 |
| William M. Cook | Director | 49,959 | 0.02% | Mar 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Sep 19, 2026 | Tax withholding | −2,255 | $32.20 | $72.61K | 26,283 |
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Sep 19, 2026 | Option exercise | +4,877 | – | – | 28,538 |
| Amy Tufano SVP & CHRO | Sep 19, 2026 | Tax withholding | −1,680 | $32.20 | $54.10K | 21,509 |
| Amy Tufano SVP & CHRO | Sep 19, 2026 | Option exercise | +3,658 | – | – | 23,189 |
| Carl Douglas Anderson II SVP and CFO | Aug 14, 2026 | Tax withholding | −9,485 | $37.31 | $353.89K | 90,417 |
| Carl Douglas Anderson II SVP and CFO | Aug 14, 2026 | Option exercise | +20,657 | – | – | 99,902 |
| Anthony Massey VP, Finance & CAO | Aug 1, 2026 | Tax withholding | −641 | $35.81 | $22.95K | 45,702 |
| Anthony Massey VP, Finance & CAO | Aug 1, 2026 | Option exercise | +2,071 | – | – | 46,343 |
| Rakesh Sachdev Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 146,827 |
| Kevin M. Stein Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 14,350 |
| Mary Slagle Zappone Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 13,453 |
| Deborah J. Kissire Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 60,673 |
| Carl Douglas Anderson II SVP and CFO | Mar 4, 2026 | Option exercise | +6,805 | – | – | 82,370 |
| Carl Douglas Anderson II SVP and CFO | Mar 4, 2026 | Tax withholding | −3,125 | $31.40 | $98.13K | 79,245 |
| Tyrone Michael Jordan Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 29,114 |
| Troy D. Weaver President, Global Refinish | Mar 4, 2026 | Tax withholding | −2,009 | $31.40 | $63.08K | 108,035 |
| Troy D. Weaver President, Global Refinish | Mar 4, 2026 | Option exercise | +4,374 | – | – | 110,044 |
| Chris Villavarayan CEO & President, Director | Mar 4, 2026 | Option exercise | +26,246 | – | – | 242,496 |
| Chris Villavarayan CEO & President, Director | Mar 4, 2026 | Tax withholding | −12,053 | $31.40 | $378.46K | 230,443 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 4, 2026 | Tax withholding | −1,608 | $31.40 | $50.49K | 25,817 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 4, 2026 | Option exercise | +3,500 | – | – | 27,425 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 4, 2026 | Option exercise | +3,500 | – | – | 58,902 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 4, 2026 | Tax withholding | −1,526 | $31.40 | $47.92K | 57,376 |
| Jan Bertsch Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 21,074 |
| William M. Cook Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 43,959 |
| Samuel L. Smolik Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 66,473 |
| Anthony Massey VP, Finance & CAO | Mar 4, 2026 | Option exercise | +2,187 | – | – | 44,949 |
| Anthony Massey VP, Finance & CAO | Mar 4, 2026 | Tax withholding | −677 | $31.40 | $21.26K | 44,272 |
| Carl Douglas Anderson II SVP and CFO | Mar 3, 2026 | Option exercise | +27,598 | – | – | 58,851 |
| Carl Douglas Anderson II SVP and CFO | Mar 3, 2026 | Tax withholding | −12,674 | $31.68 | $401.51K | 46,177 |
| Carl Douglas Anderson II SVP and CFO | Mar 3, 2026 | Option exercise | +52,487 | – | – | 98,664 |
| Carl Douglas Anderson II SVP and CFO | Mar 3, 2026 | Tax withholding | −23,099 | $31.68 | $731.78K | 75,565 |
| Troy D. Weaver President, Global Refinish | Mar 3, 2026 | Tax withholding | −4,118 | $31.68 | $130.46K | 96,448 |
| Troy D. Weaver President, Global Refinish | Mar 3, 2026 | Option exercise | +17,054 | – | – | 113,502 |
| Troy D. Weaver President, Global Refinish | Mar 3, 2026 | Tax withholding | −7,832 | $31.68 | $248.12K | 105,670 |
| Troy D. Weaver President, Global Refinish | Mar 3, 2026 | Option exercise | +8,967 | – | – | 100,566 |
| Chris Villavarayan CEO & President, Director | Mar 3, 2026 | Tax withholding | −23,265 | $31.68 | $737.04K | 164,142 |
| Chris Villavarayan CEO & President, Director | Mar 3, 2026 | Option exercise | +96,354 | – | – | 260,496 |
| Chris Villavarayan CEO & President, Director | Mar 3, 2026 | Tax withholding | −44,246 | $31.68 | $1.40M | 216,250 |
| Chris Villavarayan CEO & President, Director | Mar 3, 2026 | Option exercise | +50,663 | – | – | 187,407 |
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Mar 3, 2026 | Option exercise | +245 | – | – | 23,610 |
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Mar 3, 2026 | Option exercise | +369 | – | – | 23,852 |
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Mar 3, 2026 | Tax withholding | −191 | $31.68 | $6.05K | 23,661 |
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Mar 3, 2026 | Tax withholding | −127 | $31.68 | $4.02K | 23,483 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 3, 2026 | Option exercise | +8,070 | – | – | 19,331 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 3, 2026 | Tax withholding | −3,706 | $31.68 | $117.41K | 15,625 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 3, 2026 | Option exercise | +15,348 | – | – | 30,973 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 3, 2026 | Tax withholding | −7,048 | $31.68 | $223.28K | 23,925 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 3, 2026 | Option exercise | +7,173 | – | – | 50,836 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 3, 2026 | Option exercise | +13,642 | – | – | 61,350 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 3, 2026 | Tax withholding | −5,948 | $31.68 | $188.43K | 55,402 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 3, 2026 | Tax withholding | −3,128 | $31.68 | $99.10K | 47,708 |
| Amy Tufano SVP & CHRO | Mar 3, 2026 | Option exercise | +283 | – | – | 19,469 |
| Amy Tufano SVP & CHRO | Mar 3, 2026 | Tax withholding | −219 | $31.68 | $6.94K | 19,531 |
| Amy Tufano SVP & CHRO | Mar 3, 2026 | Tax withholding | −145 | $31.68 | $4.59K | 19,324 |
| Amy Tufano SVP & CHRO | Mar 3, 2026 | Option exercise | +426 | – | – | 19,750 |
| Anthony Massey VP, Finance & CAO | Mar 3, 2026 | Tax withholding | −714 | $31.68 | $22.62K | 42,762 |
| Anthony Massey VP, Finance & CAO | Mar 3, 2026 | Option exercise | +1,215 | – | – | 41,543 |
| Anthony Massey VP, Finance & CAO | Mar 3, 2026 | Tax withholding | −376 | $31.68 | $11.91K | 41,167 |
| Anthony Massey VP, Finance & CAO | Mar 3, 2026 | Option exercise | +2,309 | – | – | 43,476 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Tufano Amy Officer | Aug 19, 2025 | 3,194 | $99.21K | Aug 19, 2025 | RSU Vesting |
| Weaver Troy Officer | Feb 10, 2025 | 10,457 | $392.85K | Feb 10, 2025 | Stock Option Exercise |
| Awada Hadi Officer | Dec 4, 2023 | 10,500 | $335.90K | Dec 4, 2023 | rsu vesting |
| Berube Brian Officer | Nov 17, 2023 | 7,500 | $233.90K | Nov 17, 2023 | RSU Vesting |
| Massey Anthony Officer | Nov 14, 2023 | 17,915 | $553.13K | Nov 14, 2023 | RSUs and stock options |
| McLaughlin Robert Director | Nov 9, 2023 | 5,000 | $148.85K | Nov 9, 2023 | RSU Vesting |
| Sean M. Lannon RSU | Nov 2, 2023 | 54,081 | $1.57M | Nov 3, 2023 | RSU Vesting |
| Lannon Sean Officer | Sep 19, 2023 | 17,543 | $481.20K | Sep 19, 2023 | RSU Vesting |
| Lannon Sean Officer | Aug 30, 2023 | 17,543 | $503.31K | Aug 30, 2023 | RSU Vesting |
| Scanlan Jacqueline Officer | Aug 9, 2023 | 17,008 | $501.33K | Aug 9, 2023 | RSU Vesting |