Guru Ownership Trend
Guru Analysis for Axalta Coating Systems Ltd. (AXTA)
Axalta Coating Systems Ltd. (AXTA), a key player in the Materials sector, continues to attract institutional attention.
As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $322.95 M.
Top institutional holders include John Rogers and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $47.16 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 280.7%. Conversely, Cliff Asness reduced exposure by 76.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Axalta Coating Systems Ltd. (AXTA)
Major holders include John Rogers ($118.47 M), Joel Greenblatt ($49.83 M), Seth Klarman ($43.61 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 8.9 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $47.16 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited AXTA. The total reported sell value was $142.63 M.
Yes, 2 managers opened new positions in AXTA, and 3 increased their existing holdings. The total reported buy value was $95.47 M.
