L.223 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2016 2017 2018 2019 2019 Q1 2019 Q2 2019 Q3 2019 Q4 2020 Q1 Line
All sectors; corporate equities; asset LM893064105 40203.5 48055.8 43915.5 54623.7 49364.2 50860.9 50863.4 54623.7 42560.1 1
All domestic sectors; corporate equities; liability LM883164105 33057.2 38937.7 35919.0 45110.1 40643.6 41924.4 42093.2 45110.1 35201.8 2
Nonfinancial corporate business; corporate equities; liability LM103164103 24702.4 28902.1 26666.3 33623.0 30511.8 31302.9 31393.2 33623.0 26587.6 3
Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) LM103164113 19941.1 23548.7 21729.1 27633.5 24772.2 25582.3 25597.7 27633.5 22389.6 4
Nonfinancial corporate business; closely held corporate equities; liability LM103164123 4761.3 5353.5 4937.1 5989.5 5739.7 5720.6 5795.5 5989.5 4198.0 5
Domestic financial sectors; corporate equities; liability LM793164105 8354.8 10035.5 9252.7 11487.1 10131.8 10621.4 10700.0 11487.1 8614.2 6
Domestic financial sectors; corporate equities (excluding closely held); liability (3) LM793164115 7860.6 9513.0 8726.8 10836.8 9535.1 10020.7 10075.6 10836.8 8158.9 7
Domestic financial sectors; closely held corporate equities; liability LM793164123 494.2 522.5 525.9 650.4 596.7 600.8 624.4 650.4 455.3 8
Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) LM263164100 7146.3 9118.1 7996.5 9513.5 8720.6 8936.5 8770.2 9513.5 7358.3 9
All sectors; corporate equities; asset LM893064105 40203.5 48055.8 43915.5 54623.7 49364.2 50860.9 50863.4 54623.7 42560.1 10
Households and nonprofit organizations; corporate equities; asset LM153064105 15239.6 18111.1 16650.4 20607.7 18944.6 19276.1 19341.8 20607.7 15786.8 11
Nonfinancial corporate business; corporate equities; asset LM103064103 1711.5 1948.3 1791.2 2290.8 2021.3 2093.9 2114.7 2290.8 1828.5 12
Federal government; corporate equities; asset LM313064105 33.3 33.2 33.2 33.2 33.2 33.2 33.2 33.2 33.2 13
State and local governments; corporate equities; asset LM213064103 130.5 151.5 137.7 173.2 155.4 160.2 160.3 173.2 135.4 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 104.0 127.6 109.1 147.7 129.5 135.2 133.9 147.7 95.9 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 354.3 410.6 392.1 493.9 417.4 436.7 457.2 493.9 396.1 18
Life insurance companies; corporate equities; asset LM543064105 554.8 622.8 537.8 644.2 586.7 605.8 610.6 644.2 545.6 19
Private pension funds, including 403(b) plans; corporate equities; asset LM573064105 2329.9 2713.0 2364.2 2939.0 2647.5 2719.8 2719.8 2939.0 2279.1 20
Federal government retirement funds; corporate equities; asset LM343064105 260.8 324.2 292.1 370.5 331.0 341.4 339.4 370.5 277.9 21
State and local government employee defined benefit retirement funds; corporate equities; asset LM223064145 2321.5 2706.8 2531.8 2982.5 2711.1 2807.1 2816.3 2982.5 2248.1 22
Mutual funds; corporate equities; asset LM653064100 9069.9 10819.6 9657.5 11934.5 10880.2 11184.0 11073.5 11934.5 9244.9 23
Closed-end funds; corporate equities; asset LM553064103 101.8 109.3 91.2 107.2 101.9 103.6 103.0 107.2 78.3 24
Exchange-traded funds; corporate equities; asset LM563064100 2032.7 2775.6 2669.2 3486.2 3010.9 3116.6 3150.6 3486.2 2715.7 25
Security brokers and dealers; corporate equities; asset LM663064103 176.1 182.7 147.7 166.7 158.8 180.1 175.5 166.7 144.7 26
Other financial business; 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 5782.7 7019.4 6510.6 8246.5 7234.7 7667.3 7633.5 8246.5 6750.0 28
All domestic sectors; public corporate equities less intercompany holdings; liability (6) LM883164115 27801.7 33061.7 30455.9 38470.3 34307.3 35603.0 35673.3 38470.3 30548.5 29
All domestic sectors; closely held corporate equities; liability (7) LM883164125 5255.5 5876.0 5463.0 6639.9 6336.3 6321.3 6419.9 6639.9 4653.3 30
All domestic sectors; closely held S corporation corporate equities; liability LM883164133 3511.5 4090.8 3763.4 4661.1 4469.6 4588.6 4613.2 4661.1 3285.7 31
All domestic sectors; closely held C corporation corporate equities; liability LM883164135 1744.0 1785.2 1699.6 1978.8 1866.7 1732.7 1806.7 1978.8 1367.6 32
Interest rates and price indexes; Dow Jones U.S. Total Market Index PC073164013 10.31 18.89 -7.04 28.42 13.49 3.60 0.65 8.52 -21.34 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: June 11, 2020