Capital Group, an asset manager overseeing $3.3 trillion, has increased its position in Strategy Inc. through its Growth ETF (CGGR). The fund acquired an additional 535,304 shares in mid-2026, bringing its total holding to 2.19 million shares. The value of this stake is estimated between $336 million and $366 million.
The firm is expanding its exposure to Strategy Inc. across multiple vehicles. In April 2026, the Capital Group fund ANCFX purchased 4.32 million shares for approximately $747 million. This transaction increased the ANCFX holding to 10.33 million shares, with a market value estimated at around $1.78 billion.
Strategy Inc. maintains significant Bitcoin reserves on its balance sheet, financing acquisitions through equity and convertible notes. For institutional investors, these shares offer exposure to Bitcoin through regulated exchanges, avoiding the complexities of direct custody. As of June 30, 2026, institutional ownership of Strategy Inc. reached 61.55%.
Capital International Investors, a division of Capital Group, remains one of the largest institutional shareholders in the company. While institutional buying has historically aligned with positive stock performance, the share price remains highly sensitive to Bitcoin market fluctuations. Professional managers now control a majority of the company's equity.
