Research

Notes from the register

Dated notes on company holdings, investment funds, and changes to our records. Each links to the report or disclosure behind it.

Research archive

7 notes

15 Aug 2026Companies

Two additions to the August company register

The 15 August edition added AirNet Technology (819 BTC) and Advanced Bitcoin Technologies AG (242 BTC) from Look Into Bitcoin. These supplemental records are absent from the current CoinGecko file.

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15 Aug 2026Companies

Strategy reports 840,447 BTC

Strategy’s dashboard listed 840,447 BTC on 15 August 2026. This matches the holding in our current company record.

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10 Aug 2026Companies

Strategy records a 1,690 BTC decrease

A Strategy ledger entry for the week of 10 August 2026 recorded a reduction of 1,690 BTC.

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30 Jul 2026Companies

Strategy holdings unchanged for a third week

Reporting around 30 July put Strategy’s holdings at 843,775 BTC, unchanged while the company raised cash.

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9 Jun 2026Funds

ETF investors held through the drawdown

Reporting on Fidelity’s FBTC and the wider spot ETF market found that redemptions were smaller than the fall in bitcoin’s price.

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27 Apr 2026Ownership

IBIT and Strategy holdings compared

An April recap put IBIT at 802,823 BTC and Strategy at 818,334 BTC. IBIT holds bitcoin for fund investors; Strategy holds it on its own balance sheet.

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25 Apr 2026Ownership

Estimating bitcoin held by retail investors

This report examines the bitcoin held by companies, funds, and governments. Using the remaining supply to estimate retail ownership depends on the coverage of those records and the amount assumed lost.

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