Free · no sign-up · Q2 2026

Which funds own AXTA

Axalta Coating Sys LTD in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $1.4bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 6 managers opened or added against 2 cutting.

Managers holding: 6; at least, of 91 current
Combined value: $1.4bn; as reported
Opened: 2; new this quarter
Added to: 4; already held
Trimmed or sold out: 2; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Artisan Partners LP Long-only · $63.1bn book	$1.1bn	1.7%	31,733,342	+$288m+2,937,139	Added
D. E. Shaw & Co. Quantitative · $210bn book	$224m	0.1%	6,547,107	+$82m+1,416,849	Added
Baupost Group LLC Activist · $5.4bn book	$44m	0.8%	1,274,356	opened1,274,356	New
Verition Fund Management LLC Multi-strategy · $19.7bn book	$41m	0.2%	1,207,479	+$28m+731,489	Added
ExodusPoint Capital Management LP Multi-strategy · $15.5bn book	$33m	0.2%	972,150	+$8.9m+94,262	Added
Farallon Capital Management LLC Long/short equity · $21.7bn book	$16m	0.1%	478,000	opened478,000	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Walleye Capital LLC · Multi-strategy$30m held before
Jane Street Group LLC · Quantitative$12m held before

Ownership through time

At least 11 of the 95 managers whose filings are on file listed AXTA in Q2 2026, against 5 in Q4 2014. 1 manager more than in Q1 2026: 2 started positions; 2 listed it again; 1 sold out, by its own filing; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Baupost Group LLC$44m
Farallon Capital Management LLC$16m

Largest increases, by shares

Artisan Partners LP28,796,203 to 31,733,342 shares+$101m
D. E. Shaw & Co.5,130,258 to 6,547,107 shares+$48m
Millennium Management LLC4,159,939 to 5,466,995 shares+$45m
Baupost Group LLCnew: 1,274,356 shares+$44m
Verition Fund Management LLC475,990 to 1,207,479 shares+$25m

Largest decreases, by shares

MFS Investment Management5,632,672 to 5,396,621 shares-$8.2m
GAMCO Investors Inc125,785 to 125,635 shares-$5k

Left it

Walleye Capital LLCwas $30m

Manager	First listed	Largest	Q2 2026
Artisan Partners LP	Q3 2017	$1.1bn	$1.1bn
D. E. Shaw & Co.	Q1 2016	$224m	$224m
Millennium Management LLC	Q1 2016	$224m	$187m
MFS Investment Management	Q4 2014	$497m	$187m
Baupost Group LLC	Q2 2026	$44m	$44m
Verition Fund Management LLC	Q1 2016	$41m	$41m
Janus Henderson Group Ltd	Q4 2014	$85m	$38m
ExodusPoint Capital Management LP	Q1 2019	$33m	$33m
Farallon Capital Management LLC	Q2 2026	$16m	$16m
Schonfeld Strategic Advisors LLC	Q4 2016	$42m	$11m
GAMCO Investors Inc	Q2 2019	$5.8m	$4.3m
Berkshire Hathaway Inc	Q2 2015	$755m	last listed Q1 2021
Fidelity (FMR LLC)	Q2 2023	$651m	last listed Q2 2025
Soroban Capital Partners LP	Q3 2016	$303m	last listed Q4 2019
Invesco Ltd	Q2 2021	$259m	last listed Q4 2021
Wellington Management Group LLP	Q3 2022	$236m	last listed Q3 2025
Jana Partners	Q3 2017	$174m	last listed Q2 2020
Citadel Advisors LLC	Q3 2016	$171m	last listed Q2 2021
Renaissance Technologies LLC	Q2 2016	$153m	last listed Q4 2024
AQR Capital Management LLC	Q2 2024	$136m	last listed Q1 2026
Marshall Wace LLP	Q4 2014	$106m	last listed Q3 2025

What AXTA is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around AXTA →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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