Financial Accounts of the United States - Z.1

L.223 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted

Description Series code 2016 2017 2017 Q1 2017 Q2 2017 Q3 2017 Q4 2018 Q1 2018 Q2 2018 Q3 Line
All sectors; corporate equities; asset LM893064105 39766.8 47533.2 41956.9 43241.5 45108.9 47533.2 47099.4 48333.5 50602.3 1
All domestic sectors; corporate equities; liability LM883164105 32620.5 38403.7 34244.6 35034.7 36384.1 38403.7 37935.7 39470.7 41670.0 2
Nonfinancial corporate business; corporate equities; liability LM103164103 24271.8 28366.4 25543.2 25999.7 26931.0 28366.4 28024.0 29416.4 31195.9 3
Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) LM103164113 19941.8 23551.5 21081.4 21547.3 22296.3 23551.5 23307.6 24287.8 25900.3 4
Nonfinancial corporate business; closely held corporate equities; liability LM103164123 4330.1 4815.0 4461.8 4452.5 4634.7 4815.0 4716.4 5128.6 5295.6 5
Domestic financial sectors; corporate equities; liability LM793164105 8348.7 10037.3 8701.4 9035.0 9453.1 10037.3 9911.8 10054.3 10474.1 6
Domestic financial sectors; corporate equities (excluding closely held); liability (3) LM793164115 7860.6 9513.7 8216.3 8550.9 8949.2 9513.7 9399.0 9496.7 9898.3 7
Domestic financial sectors; closely held corporate equities; liability LM793164123 488.1 523.5 485.1 484.1 503.9 523.5 512.8 557.6 575.8 8
Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) LM263164100 7146.3 9129.5 7712.3 8206.8 8724.8 9129.5 9163.7 8862.8 8932.3 9
All sectors; corporate equities; asset LM893064105 39766.8 47533.2 41956.9 43241.5 45108.9 47533.2 47099.4 48333.5 50602.3 10
Households and nonprofit organizations; corporate equities; asset LM153064105 14849.5 17740.6 15597.7 16124.4 16782.2 17740.6 17493.6 18245.1 18982.7 11
Nonfinancial corporate business; corporate equities; asset LM103064103 1698.4 1916.0 1767.6 1787.6 1831.9 1916.0 1866.4 1895.0 2005.2 12
Federal government; corporate equities; asset LM313064105 33.3 33.2 33.3 33.2 33.2 33.2 37.2 37.2 37.2 13
State and local governments, excluding employee retirement funds; corporate equities; asset LM213064103 199.0 214.2 203.9 204.3 207.7 214.2 209.8 215.0 219.2 14
Monetary authority; corporate equities; asset FL713064103 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 15
U.S.-chartered depository institutions; corporate equities; asset LM763064105 106.5 131.9 112.0 116.0 122.7 131.9 129.4 129.6 137.3 16
Foreign banking offices in the U.S.; corporate equities; asset FL753064103 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 17
Property-casualty insurance companies; corporate equities, including those held by U.S. residual market reinsurers; asset LM513064105 354.3 410.6 364.0 369.8 383.4 410.6 407.3 409.0 432.5 18
Life insurance companies; corporate equities; asset LM543064105 457.1 468.2 461.8 463.2 468.0 468.2 464.8 466.3 471.7 19
Private pension funds, including 403(b) plans; corporate equities; asset LM573064105 2326.6 2687.6 2416.5 2461.0 2542.2 2687.6 2627.0 2680.8 2766.0 20
Federal government retirement funds; corporate equities; asset LM343064105 260.8 324.2 277.1 288.1 300.4 324.2 322.0 330.7 348.3 21
State and local government employee defined benefit retirement funds; corporate equities; asset LM223064145 2320.6 2677.4 2412.5 2491.3 2581.0 2677.4 2628.6 2638.1 2753.2 22
Mutual funds; corporate equities; asset LM653064100 9069.9 10819.6 9604.9 9923.3 10351.3 10819.6 10761.9 10930.5 11386.2 23
Closed-end funds; corporate equities; asset LM553064103 101.8 109.3 105.5 106.0 108.6 109.3 103.4 104.4 105.8 24
Exchange-traded funds; corporate equities; asset LM563064100 2032.7 2775.6 2241.1 2374.4 2531.2 2775.6 2775.6 2838.9 3027.4 25
Security brokers and dealers; corporate equities; asset LM663064103 176.1 182.7 169.0 187.7 198.5 182.7 191.9 197.3 221.5 26
Funding corporations; corporate equities; asset FL503064105 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 27
Rest of the world; U.S. corporate equities; asset (5) LM263064105 5780.3 7042.2 6189.9 6311.1 6666.7 7042.2 7080.5 7215.5 7707.9 28
All domestic sectors; public corporate equities less intercompany holdings; liability (6) LM883164115 27802.4 33065.2 29297.7 30098.2 31245.4 33065.2 32706.6 33784.5 35798.6 29
All domestic sectors; closely held corporate equities; liability (7) LM883164125 4818.1 5338.5 4947.0 4936.6 5138.7 5338.5 5229.2 5686.2 5871.4 30
All domestic sectors; closely held S corporation corporate equities; liability LM883164133 3170.5 3587.2 3237.8 3306.5 3482.9 3587.2 3530.0 3838.5 3963.5 31
All domestic sectors; closely held C corporation corporate equities; liability LM883164135 1647.6 1751.3 1709.2 1630.0 1655.7 1751.3 1699.2 1847.7 1907.9 32
Interest rates and price indexes; Dow Jones U.S. Total Market Index PC073164013 10.31 18.89 5.29 2.52 4.07 5.83 -1.05 3.40 6.63 33


NOTES

  1. Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table L.224.
  2. Excludes intercorporate holdings.
  3. Includes corporate equities issued by financial corporations under the federal financial stabilization programs.
  4. Holdings of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
  5. Holdings of U.S. issues by foreign residents.
  6. Equal to the sum of lines 4 and 7.
  7. Equal to the sum of lines 5 and 8.
Last Update: December 6, 2018