Corporate reserves already exceed 1.2 million accumulated BTC.
Mining companies sold almost 7,000 BTC despite the surge in institutional purchases.
Listed companies and institutional investors grew around 38% in one month, adding more than 64,000 bitcoin (BTC) to their reserves during April 2026, according to data published by the Bitcoin Treasuries firm.
According to the publication, although acquisitions of 64,722 BTC were recorded throughout the month, the sales of some mining companies decreased. the net increase to about 57,800 BTC. Even so, in 30 days public treasuries consistently exceeded the 30,000-40,000 monthly BTC acquired in periods of high activity in 2025.
This fact makes the fourth month of 2026 one of the largest purchasing periods since the middle of last year.
The accumulation of bitcoin was led by Strategy, a company chaired by Michael Saylor, which purchased 56,235 BTC during April. The company financed a large part of the acquisitions through ATM sales (At-The-Market) of STRC and MSTR shares. This means that the company is gradually issuing and selling new shares directly on the open market to raise capital and buy more bitcoin.
According to the report, STRC raised USD 3.3 billion between April 1 and May 3, equivalent to 80% of the total ATM financing obtained by Strategy. In total, April corporate purchases represented nearly USD 4.9 billion in bitcoin before sales.
This is one of the highest purchasing levels in recent history. And everything indicates that Saylor will continue with this accumulation strategysince this May 10th he published a message in X which is what he announces. «Back to work. $BTC,” he wrote. A phrase that the market usually interprets as a preview of new bitcoin purchases by Strategy.
In addition to Strategy, other companies also reinforced their accumulations. Metaplanet added 5,075 BTC during the first quarter of 2026, while Strive added 929 BTC in April. Likewise, BitGo first appeared on the Bitcoin Treasuries registry with 1,673 BTC declared in regulatory documents.
Nevertheless, several mining companies reduced exposure. Riot Platforms decreased its reserves by approximately 2,325 BTC, HIVE Digital cut approximately 1,720 BTC, and Cango executed a strategic sale of 2,000 BTC. Overall, corporate sales They left about 6,900 BTC to the monthly balance.
In this way, while companies like Strategy continue to aggressively accumulate BTC, some miners have chosen to sell reserves to sustain operations or obtain liquidity.
The report also showed that public companies already control about 1.22 million BTC, valued at approximately $93 billion. For your partbitcoin spot ETFs maintain exposure close to 1.5 million BTCabout 300,000 BTC more than corporate reserves.
The acceleration of institutional purchases puts the debate on the growing concentration of bitcoin in the hands of large companies and financial managers, as reported by CriptoNoticias.
The increase in corporate demand also reinforces the narrative of bitcoin as a strategic treasury asset, which could intensify pressure on the supply available in the market if the pace of accumulation is maintained over the coming months. Beyond the numbers, April 2026 confirms that the corporate accumulation strategy has been consolidated as a structural and non-cyclical movement.