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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $300.31 M.
Top institutional holders include John Rogers and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $7.12 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 229.0%. Conversely, Ray Dalio reduced exposure by 31.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Axalta Coating Systems Ltd. (AXTA)
Major holders include John Rogers ($157.17 M), Cliff Asness ($115.48 M), Steven Cohen ($51.1 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 11.2 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $7.12 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited AXTA. The total reported sell value was $29.09 M.
Yes, 0 managers opened new positions in AXTA, and 5 increased their existing holdings. The total reported buy value was $36.21 M.
