Institutional Ownership Grayscale Bitcoin Trust (Btc) (GBTC)
This table provides information about the institutional ownership of Grayscale Bitcoin Trust (Btc) (GBTC). We have compiled data on the 812 institutions that hold shares in the stock, with a total of 35.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,880
shares
|
$601,449
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
6,838
shares
|
$597,777
0.07% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,810
shares
|
$595,330
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
6,806
shares
|
$594,980
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
6,710
shares
|
$586,588
0.05% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
6,677
shares
|
$583,703
0.17% of portfolio
|
Q2 2025
Added 20.52%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
6,649
shares
|
$581,255
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
6,647
shares
|
$581,080
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,595
shares
|
$576,534
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
6,565
shares
|
$573,912
0.01% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,521
shares
|
$570,065
0.04% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,481
shares
|
$566,569
0.14% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
6,426
shares
|
$561,760
0.11% of portfolio
|
Q1 2025
Reduced 24.42%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
6,420
shares
|
$561,236
0.22% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
6,400
shares
|
$559,488
0.33% of portfolio
|
Q2 2024
Reduced 23.1%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,373
shares
|
$557,127
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,348
shares
|
$554,942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
6,341
shares
|
$554,330
0.02% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
6,325
shares
|
$552,931
0.21% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
6,276
shares
|
$548,647
0.04% of portfolio
|
Q2 2025
Reduced 50.64%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,250
shares
|
$546,375
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Aug 04, 2025 Q2 2025 |
6,199
shares
|
$541,916
0.37% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
6,160
shares
|
$538,507
0.26% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Trevian Wealth Management LLC
|
Jul 24, 2025 Q2 2025 |
6,115
shares
|
$534,573
0.32% of portfolio
|
Q1 2025
Reduced 32.54%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
6,100
shares
|
$533,262
0.23% of portfolio
|
Q1 2024
New holding
|