Bitcoin News Today: Bitcoin's 1M BTC Corporate Haul Signals Institutional Shift

Corporate Bitcoin holdings have surpassed the 1 million BTC milestone, marking a significant turning point in the adoption of digital assets by institutional investors. As of September 2025, public companies alone hold 1,000,632 BTC, representing 4.719% of the total 21 million BTC supply. This surge in corporate adoption is a continuation of a trend that began in 2020 with the pioneering moves of companies like Strategy (formerly MicroStrategy), and has since expanded to include a broad range of enterprises across sectors such as technology, mining, and fintech.

Strategy (MSTR), now rebranded as a Bitcoin treasury-focused entity, remains the largest corporate holder, holding 629,376 BTC valued at over $69.7 billion, or nearly 3% of the total Bitcoin supply. CEO Michael Saylor has been vocal about the strategic shift to Bitcoin as a reserve asset, claiming the move has allowed the company to deliver performance 10 to 30 times that of traditional enterprise software peers. Saylor himself holds 17,732 BTC, valued at over $1.6 billion as of September 2024.

The trend of corporate Bitcoin holdings has gained momentum through a combination of capital-raising, mining revenue, and structured financing. According to data from BitcoinTreasuries, public companies now collectively hold 948,904 BTC, with private corporations, ETFs, and DeFi entities adding to the growing institutional presence in the Bitcoin market. ETFs alone hold 1,486,931 BTC, valued at $164.7 billion, with the iShares Bitcoin Trust (IBIT) and Fidelity Wise Origin Bitcoin Fund (FBTC) as the largest contributors.

Private companies also play a crucial role, holding 426,250 BTC, with entities such as Block.one and Tether Holdings leading the list. Bitcoin mining firms, including Marathon Digital Holdings (MARA) and Riot Platforms (RIOT), continue to expand their reserves, collectively holding 115,202 BTC, or approximately 0.55% of the total supply. Meanwhile, DeFi protocols and wrapped Bitcoin derivatives account for 267,236 BTC, highlighting the diversification of Bitcoin’s institutional footprint across both traditional and decentralized finance.

Looking ahead, some companies have set ambitious targets. Semler Scientific (SMLR) plans to hold 105,000 BTC by the end of 2027, while Sequans Communications (SQNS) aims for 100,000 BTC by 2030. These strategic commitments signal a long-term commitment to Bitcoin as a reserve asset, reinforcing the trend of increasing institutional adoption.

The shift in corporate treasury strategies reflects a broader market sentiment that Bitcoin is increasingly being viewed as a legitimate, if volatile, store of value. As more companies allocate capital toward Bitcoin, the asset's role in global portfolios is expected to evolve further, with implications for market liquidity, price volatility, and regulatory frameworks.

Source:

[1] Bitcoin Treasuries | 145 Companies Holding (Public/Priv) (https://bitbo.io/treasuries/)

[2] The 10 Public Companies With the Biggest Bitcoin Portfolios (https://finance.yahoo.com/news/10-public-companies-biggest-bitcoin-193206248.html)

[3] Publicly traded Bitcoin treasuries top 1 million BTC in total ... (https://finance.yahoo.com/news/publicly-traded-bitcoin-treasuries-top-134423714.html)