Filing Research | AXTA - AXALTA COATING SYS LTD Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	Perpetual Ltd	Shares	1.4MSH	$49.6M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	160.6KSH	$5.5M
3	Police & Firemen's Retirement System of New Jersey	Shares	95.1KSH	$3.3M
4	Louisiana State Employees Retirement System	Shares	62.6KSH	$2.1M
5	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	61.0KSH	$2.1M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	70.3KSH	$2.1M
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	51.2KSH	$1.8M
8	Oak Thistle LLC	Shares	32.3KSH	$1.1M
9	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	23.5KSH	$804.5K
10	Burns Matteson Capital Management, LLC	Shares	22.4KSH	$766.7K
11	Sequoia Financial Advisors, LLC	Shares	19.5KSH	$666.0K
12	Capricorn Fund Managers Ltd	Shares	16.9KSH	$577.3K
13	SECURIAN ASSET MANAGEMENT, INC	Shares	15.7KSH	$509.3K
14	Merit Financial Group, LLC	Shares	13.4KSH	$458.1K
15	Crossmark Global Holdings, Inc.	Shares	11.6KSH	$398.1K
16	WADDELL & ASSOCIATES, LLC	Shares	9.1KSH	$312.5K
17	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	9.0KSH	$308.0K
18	Fifth Third Wealth Advisors LLC	Shares	7.0KSH	$238.3K
19	NorthCrest Asset Manangement, LLC	Shares	6.9KSH	$225.8K
20	GUYASUTA INVESTMENT ADVISORS INC	Shares	6.6KSH	$224.7K
21	Versant Capital Management, Inc	Shares	6.1KSH	$209.0K
22	Optas, LLC	Shares	6.1KSH	$208.0K
23	EverSource Wealth Advisors, LLC	Shares	4.0KSH	$136.3K
24	Curated Wealth Partners LLC	Shares	53.5KSH	$135.5K
25	LANARK FINANCIAL, INC.	Shares	3.3KSH	$112.3K
26	Blue Trust, Inc.	Shares	2.4KSH	$80.6K
27	GAMMA Investing LLC	Shares	2.2KSH	$75.4K
28	SJS Investment Consulting Inc.	Shares	2.1KSH	$71.3K
29	SIGNATUREFD, LLC	Shares	1.9KSH	$65.3K
30	Cedar Mountain Advisors, LLC	Shares	1.1KSH	$37.5K
31	Farther Finance Advisors, LLC	Shares	972SH	$33.3K
32	True Wealth Design, LLC	Shares	584SH	$20.0K
33	Vision Retirement, LLC	Shares	544SH	$18.6K
34	Golden State Wealth Management, LLC	Shares	461SH	$15.8K
35	CoreCap Advisors, LLC	Shares	317SH	$10.8K
36	Sachetta, LLC	Shares	257SH	$8.8K
37	Wealth Enhancement Trust Services, Inc.	Shares	196SH	$6.7K
38	Spire Wealth Management	Shares	189SH	$6.5K
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	187SH	$6.4K
40	ELEVATION WEALTH PARTNERS, LLC	Shares	170SH	$5.8K
41	Fortitude Family Office, LLC	Shares	168SH	$5.7K
42	JFS WEALTH ADVISORS, LLC	Shares	135SH	$4.6K
43	AMALGAMATED BANK	Shares	94.7KSH	$3.2K
44	IFP Advisors, Inc	Shares	90SH	$3.1K
45	GHP Investment Advisors, Inc.	Shares	81SH	$2.8K
46	Handelsbanken Fonder AB	Shares	77.3KSH	$2.6K
47	MassMutual Private Wealth & Trust, FSB	Shares	76SH	$2.6K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	70.3KSH	$2.4K
49	Creative Capital Management Investments LLC	Shares	69SH	$2.4K
50	Cromwell Holdings LLC	Shares	64SH	$2.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 68 loaded

#		Instrument
1	Perpetual Ltd added	Shares	+50.3K	+$10.8M	$49.6M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+5.4K	+$770.9K	$3.3M
3	Louisiana State Employees Retirement System added	Shares	+700	+$427.5K	$2.1M
4	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-24.4K	+$371.7K	$5.5M
5	Oak Thistle LLC added	Shares	+3.1K	+$296.5K	$1.1M
6	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-3.7K	+$294.6K	$2.1M
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.2K	+$272.3K	$1.8M
8	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+3.4K	+$248.5K	$804.5K
9	Fifth Third Wealth Advisors LLC new	Shares	+7.0K	+$238.3K	$238.3K
10	GUYASUTA INVESTMENT ADVISORS INC new	Shares	+6.6K	+$224.7K	$224.7K
11	Optas, LLC new	Shares	+6.1K	+$208.0K	$208.0K
12	Curated Wealth Partners LLC new	Shares	+53.5K	+$135.5K	$135.5K
13	Burns Matteson Capital Management, LLC trimmed	Shares	-1.5K	+$103.9K	$766.7K
14	Sequoia Financial Advisors, LLC trimmed	Shares	-1.4K	+$87.0K	$666.0K
15	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$75.9K	$398.1K
16	SECURIAN ASSET MANAGEMENT, INC added	Shares	+20	+$73.6K	$509.3K
17	Versant Capital Management, Inc added	Shares	+1.2K	+$73.1K	$209.0K
18	GAMMA Investing LLC added	Shares	+283	+$22.2K	$75.4K
19	LANARK FINANCIAL, INC. unchanged	Shares	0	+$21.4K	$112.3K
20	Blue Trust, Inc. added	Shares	+98	+$18.1K	$80.6K
21	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$7.2K	$37.5K
22	SIGNATUREFD, LLC trimmed	Shares	-200	+$6.9K	$65.3K
23	Wealth Enhancement Trust Services, Inc. new	Shares	+196	+$6.7K	$6.7K
24	Sachetta, LLC added	Shares	+83	+$4.0K	$8.8K
25	Vision Retirement, LLC unchanged	Shares	0	+$3.5K	$18.6K
26	Fortitude Family Office, LLC added	Shares	+78	+$3.3K	$5.7K
27	ELEVATION WEALTH PARTNERS, LLC added	Shares	+73	+$3.1K	$5.8K
28	Golden State Wealth Management, LLC unchanged	Shares	0	+$3.0K	$15.8K
29	CoreCap Advisors, LLC added	Shares	+26	+$2.8K	$10.8K
30	Creative Capital Management Investments LLC new	Shares	+69	+$2.4K	$2.4K
31	Bogart Wealth, LLC added	Shares	+36	+$1.3K	$1.8K
32	Spire Wealth Management unchanged	Shares	0	+$1.2K	$6.5K
33	Cromwell Holdings LLC added	Shares	+29	+$1.2K	$2.2K
34	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$1.2K	$6.4K
35	JFS WEALTH ADVISORS, LLC added	Shares	+8	+$1.1K	$4.6K
36	LRI Investments, LLC new	Shares	+19	+$650	$650
37	AMALGAMATED BANK trimmed	Shares	-1.8K	+$569	$3.2K
38	GHP Investment Advisors, Inc. unchanged	Shares	0	+$528	$2.8K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.7K	+$506	$2.4K
40	DiNuzzo Private Wealth, Inc. added	Shares	+4	+$326	$1.1K
41	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$228	$1.2K
42	State of Alaska, Department of Revenue trimmed	Shares	-454	+$124	$717
43	Arlington Trust Co LLC unchanged	Shares	0	+$59	$308
44	Quaker Wealth Management, LLC unchanged	Shares	0	+$46	$240
45	TFC Financial Management, Inc. unchanged	Shares	0	+$13	$69
46	Retirement Wealth Solutions LLC unchanged	Shares	0	+$7	$35
47	Handelsbanken Fonder AB trimmed	Shares	-18.8K	-$17	$2.6K
48	Hughes Financial Services, LLC exited	Shares	-1	-$28	$0
49	Vermillion Wealth Management, Inc. exited	Shares	-15	-$416	$0
50	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-35	-$474	$2.6K

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