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Public Companies’ Net Bitcoin Changes in Q2 2026

Between March 31 and June 30, 2026, 11 of 22 public companies that hold bitcoin held more, 5 were unchanged and 6 held less. This ranks them by the net change in the bitcoin each company reports holding, from Strategy’s +83,901 BTC to Riot Platforms’ −4,299 BTC.

Data as of · bitcoin held at March 31 and June 30, 2026, from each company’s Forms 10-Q (Metaplanet: its notices) filed Jul 2 to Aug 14, 2026

Illustration: net change in bitcoin held by 22 public companies in Q2 2026, from +83,901 BTC (Strategy) to −4,299 BTC (Riot).
Public Companies’ Net Bitcoin Changes in Q2 2026, data as of 2026-08-14
Rank Company Net change BTC, Mar 31 BTC, Jun 30 Direction Source
1 Strategy MSTR ▲ +83,901 762,099 846,000 Added 10-Q
2 Strive ASST ▲ +6,236 13,628 19,864 Added 10-Q
3 Metaplanet 3350 ▲ +2,823 40,177 43,000 Added Notice
4 Gemini Space Station GEMI ▲ +1,689 3,839 5,528 Added 10-Q
5 American Bitcoin ABTC ▲ +981 7,021 8,002 Added 10-Q
6 Coinbase COIN ▲ +819 16,492 17,311 Added 10-Q
7 Core Scientific CORZ ▲ +301 547 848 Added 10-Q
8 CleanSpark CLSK ▲ +285 11,920 12,205 Added 10-Q
9 MARA Holdings MARA ▲ +274 35,303 35,577 Added 10-Q
10 Block XYZ ▲ +85 9,032 9,117 Added 10-Q
11 Hut 8 (standalone) HUT ▲ +3 9,311 9,314 Added 10-Q
12 Twenty One Capital XXI – 0 43,514 43,514 Unchanged 10-Q
12 Tesla TSLA – 0 11,509 11,509 Unchanged 10-Q
12 GD Culture Group GDC – 0 7,500 7,500 Unchanged 10-Q
12 Next Technology Holding NXTT – 0 5,833 5,833 Unchanged 10-Q
12 SpaceX SPCX – 0 18,712 18,712 Unchanged 10-Q
17 TeraWulf WULF ▼ −16 18 2 Reduced 10-Q
18 Exodus Movement EXOD ▼ −28 628 600 Reduced 10-Q
19 Silvia SVIA ▼ −102 5,457 5,355 Reduced 10-Q
20 Cipher Digital CIFR ▼ −470 1,116 646 Reduced 10-Q
21 Nakamoto NAKA ▼ −597 5,064 4,467 Reduced 10-Q
22 Riot Platforms RIOT ▼ −4,299 15,679 11,380 Reduced 10-Q

Net change = the bitcoin the company states it held at June 30, 2026 minus what it states it held at March 31, 2026, in BTC. The counts are not all on the same basis: most include bitcoin pledged as collateral or loaned out, miners’ counts are mining inventory, Coinbase’s and Block’s are bitcoin held for investment, CleanSpark’s excludes a collateral receivable, and Hut 8 is shown without American Bitcoin, which is listed separately. Trump Media is left out because its filings do not state one total for both dates, and companies without a clean count at both dates (Galaxy, Bullish) or with different fiscal quarters (GameStop) are not shown. Ranks are by net change; ties share a rank. This is a net figure, so a company can have bought and sold within the quarter. Observed facts from filings, not a forecast.

The top 8

Strategy alone accounts for most of the bitcoin added: its +83,901 BTC is more than the other ten adders combined. 11 companies added bitcoin, and only four added more than 1,000 BTC. The biggest reduction was Riot Platforms, down 4,299 BTC: its 10-Qs show about 5,887 BTC sold in the quarter against about 1,587 mined.9 For a company-by-company view of holdings today, see the largest public bitcoin treasury companies.

#1

Strategy MSTR

▲ +83,901 BTC

Strategy held 762,099 BTC on March 31, 2026 and 846,000 on June 30, a net change of +83,901. Purchases of 85,296 BTC less sales of 1,395 BTC; the 10-Q says the buys were funded by “$5.46 billion of the net proceeds from ATM sales of STRC Stock, and $0.96 billion of the net proceeds from ATM sales of class A common stock,” and the sales “were used to fund dividend payments on Preferred Stock”.1

#2

Strive ASST

▲ +6,236 BTC

Strive held 13,628 BTC on March 31, 2026 and 19,864 on June 30, a net change of +6,236. “During the three months ended June 30, 2026, the Company acquired 6,236 bitcoin at an average cost of $74,290 per bitcoin”; the March count includes bitcoin from the January 2026 merger with Semler Scientific.2

#3

Metaplanet 3350

▲ +2,823 BTC

Metaplanet held 40,177 BTC on March 31, 2026 and 43,000 on June 30, a net change of +2,823. Its July 2 notice says purchases “increased Total Bitcoin Holdings from 40,177 BTC as of March 31, 2026 to 43,000 BTC as of June 30, 2026”, including buying through the sale of bitcoin options.3

#4

Gemini Space Station GEMI

▲ +1,689 BTC

Gemini Space Station held 3,839 BTC on March 31, 2026 and 5,528 on June 30, a net change of +1,689. Crypto assets held; the filing gives no purchase or sale split, and 971 BTC are restricted under related-party loan agreements.4

#5

American Bitcoin ABTC

▲ +981 BTC

American Bitcoin held 7,021 BTC on March 31, 2026 and 8,002 on June 30, a net change of +981. Accumulated through mining and purchases (not split); 3,090 BTC are pledged for miner purchases; also inside Hut 8’s consolidated count.5

#6

Coinbase COIN

▲ +819 BTC

Coinbase held 16,492 BTC on March 31, 2026 and 17,311 on June 30, a net change of +819. Bitcoin held for investment only; excludes 553 BTC held for operations and bitcoin held as collateral.6

#7

Core Scientific CORZ

▲ +301 BTC

Core Scientific held 547 BTC on March 31, 2026 and 848 on June 30, a net change of +301. Mining inventory, “all of which were produced from our bitcoin mining operations”.7

#8

CleanSpark CLSK

▲ +285 BTC

CleanSpark held 11,920 BTC on March 31, 2026 and 12,205 on June 30, a net change of +285. On-hand bitcoin, excluding a receivable for 1,719 BTC posted as collateral (1,641 at March 31); fiscal Q3.8

Sources

  1. Strategy (MSTR): Form 10-Q for the quarter ended June 30, 2026 (filed 2026-08-03) and Form 10-Q for the quarter ended March 31, 2026.
  2. Strive (ASST): Form 10-Q for the quarter ended June 30, 2026 (filed 2026-08-10) and Form 10-Q for the quarter ended March 31, 2026.
  3. Metaplanet (3350): notice of July 2, 2026 (filed 2026-07-02) and notice of April 2, 2026.
  4. Gemini Space Station (GEMI): Form 10-Q for the quarter ended June 30, 2026 (filed 2026-08-13) and Form 10-Q for the quarter ended March 31, 2026.
  5. American Bitcoin (ABTC): Form 10-Q for the quarter ended June 30, 2026 (filed 2026-08-03) and Form 10-Q for the quarter ended March 31, 2026.
  6. Coinbase (COIN): Form 10-Q for the quarter ended June 30, 2026 (filed 2026-07-30) and Form 10-Q for the quarter ended March 31, 2026.
  7. Core Scientific (CORZ): Form 10-Q for the quarter ended June 30, 2026 (filed 2026-07-28) and Form 10-Q for the quarter ended March 31, 2026.
  8. CleanSpark (CLSK): Form 10-Q for the quarter ended June 30, 2026 (filed 2026-08-06) and Form 10-Q for the quarter ended March 31, 2026.
  9. Riot Platforms (RIOT): Form 10-Q for the quarter ended June 30, 2026 (filed 2026-08-10) and Form 10-Q for the quarter ended March 31, 2026.

For information only. Not financial advice. See the terms of use.