Strategy Overtakes BlackRock, Now Holds About 4% of Bitcoin Supply

Strategy has moved ahead of BlackRock's iShares Bitcoin Trust (IBIT) in bitcoin holdings after its latest purchase, taking its total to 815,061 BTC and making it the largest corporate holder of the cryptocurrency. The company said it bought 34,164 BTC for about $2.54 billion at an average price of $74,395 per bitcoin. It reported a 9.5% BTC yield year-to-date in 2026. As of April 19, 2026, Strategy's bitcoin position was acquired for roughly $61.56 billion at an average cost of about $75,527 per coin. The latest buy ranks as Strategy's third-largest bitcoin acquisition and its biggest single purchase since November 2024. Strategy's holdings now exceed IBIT's 802,823 BTC; the ETF manages about $64.63 billion in assets. With 815,061 BTC, Strategy controls just over 4% of bitcoin's total supply, aligning with Executive Chairman Michael Saylor's long-stated ambition to hold 5% to 7% of all bitcoin that will ever exist. Data from Bitcoin Treasuries suggests the company is on pace to reach 1 million BTC by November 2026, a level that would further reduce available market supply over time. The move comes as institutional demand appears to be rebuilding. Bitcoin ETFs recorded about $1.44 billion in weekly inflows, one of the strongest weeks of 2026, underscoring intensifying competition among major players to secure bitcoin exposure. Bitcoin was trading around $76,486 at the time of the report.