Strategy Overtakes BlackRock, Holds 4% of Bitcoin Overall Supply

Strategy, the largest corporate holder of Bitcoin, has now surpassed BlackRock IBIT Fund in Bitcoin holdings, which holds 802,823 BTC. The company now controls more than 4% of Bitcoin’s entire supply, with an estimated unrealized profit of $242 million returning to the books. 

This indicates rising institutional competition and stronger long-term conviction in Bitcoin.

Strategy Surpasses BlackRock With 815,061 BTC Holding

Bitcoin advocate Michael Saylor has been buying Bitcoin with strong conviction, even when many on Wall Street doubted him. Now, that bet is starting to pay off in a big way.

With its latest purchase of 34,164 BTC, Strategy has crossed a major milestone since it began accumulating Bitcoin in August 2020. The company bought this batch for about $2.54 billion at an average price of $74,395 per BTC, achieving a 9.5% BTC yield in 2026 so far.

Meanwhile, this is not just another routine buy. This acquisition ranks as Strategy’s third-largest Bitcoin purchase ever and its biggest single buy since November 2024.

Over time, its average purchase price has reached around $75,527, which is now close to the current market price. 

Strategy now holds 815,061 BTC, making it the largest corporate Bitcoin holder in the world, surpassing BlackRock’s IBIT ETF, which holds 802,823 BTC and manages around $64.63 billion in assets.

Strategy Now Hold 4% Total Supply

At 815,061 BTC, Strategy now controls just over 4% of Bitcoin’s total supply, inching closer to Saylor’s long-stated goal of holding between 5% and 7% of all Bitcoin that will ever exist.

According to Bitcoin Treasuries, the company is currently on track to hit the 1 million BTC milestone by November 2026, a number that once sounded like fantasy and now looks increasingly like a scheduled appointment.

This kind of accumulation reduces available supply in the market, which can support prices over time.

Institutional Demand For BTC ETF Rising Again

This move is not happening in isolation.

Bitcoin ETFs recently recorded nearly $1.44 billion in weekly inflows, marking one of the strongest weeks of 2026. This shows that institutional interest is picking up again after a slow period earlier in the year.

The competition between firms like Strategy and BlackRock highlights a bigger trend: large players are racing to secure Bitcoin positions.

As of now, Bitcoin is trading around $76,486, reflecting a drop of $1.53 trillion.