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 2018 2019 2019 Q1 2019 Q2 2019 Q3 2019 Q4 2020 Q1 2020 Q2 2020 Q3 Line
All sectors; corporate equities; asset LM893064105 43973.9 54986.2 49593.4 51080.6 51084.8 54986.2 43286.7 52595.8 57067.9 1
All domestic sectors; corporate equities; liability LM883164105 36074.3 45527.1 40906.3 42186.0 42363.9 45527.1 35915.8 44050.1 47958.9 2
Nonfinancial corporate business; corporate equities; liability LM103164103 26826.8 34068.9 30780.4 31570.6 31670.2 34068.9 27286.6 34032.9 37389.1 3
Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) LM103164113 21729.1 27634.2 24772.2 25582.3 25597.7 27634.2 22368.0 27795.1 30768.2 4
Nonfinancial corporate business; closely held corporate equities; liability LM103164123 5097.7 6434.7 6008.2 5988.2 6072.5 6434.7 4918.6 6237.9 6620.9 5
Domestic financial sectors; corporate equities; liability LM793164105 9247.5 11458.2 10125.9 10615.5 10693.7 11458.2 8629.2 10017.2 10569.8 6
Domestic financial sectors; corporate equities (excluding closely held); liability (3) LM793164115 8726.8 10836.4 9535.1 10020.7 10075.6 10836.4 8155.1 9417.5 9934.9 7
Domestic financial sectors; closely held corporate equities; liability LM793164123 520.7 621.8 590.8 594.8 618.1 621.8 474.1 599.7 634.9 8
Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) LM263164100 7899.6 9459.1 8687.2 8894.6 8720.9 9459.1 7370.8 8545.6 9109.0 9
All sectors; corporate equities; asset LM893064105 43973.9 54986.2 49593.4 51080.6 51084.8 54986.2 43286.7 52595.8 57067.9 10
Households and nonprofit organizations; corporate equities; asset LM153064105 16558.9 21232.5 19336.5 19641.6 19749.2 21232.5 16429.6 20459.3 22322.2 11
Nonfinancial corporate business; corporate equities; asset LM103064103 1791.5 2313.0 2026.5 2104.2 2130.1 2313.0 1851.3 2221.7 2410.9 12
Federal government; corporate equities; asset LM313064105 33.2 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 137.7 173.2 155.4 160.2 160.3 173.2 135.4 163.6 176.9 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 109.1 147.7 129.5 135.2 133.9 147.7 95.9 120.6 133.1 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 392.1 493.9 417.4 436.7 457.2 493.9 396.1 430.2 463.4 18
Life insurance companies; corporate equities; asset LM543064105 537.8 644.2 586.7 605.8 610.6 644.2 552.1 613.5 642.2 19
Private pension funds, including 403(b) plans; corporate equities; asset LM573064105 2448.0 3135.8 2765.1 2911.3 2907.9 3135.8 2492.7 2989.8 3212.3 20
Federal government retirement funds; corporate equities; asset LM343064105 292.1 370.5 331.0 341.4 339.4 370.5 277.9 342.6 365.4 21
State and local government employee defined benefit retirement funds; corporate equities; asset LM223064145 2478.6 2550.9 2417.1 2505.7 2441.8 2550.9 2163.9 2340.4 2458.1 22
Mutual funds; corporate equities; asset LM653064100 9657.5 11934.5 10880.2 11184.0 11073.5 11934.5 9203.8 11129.4 11926.0 23
Closed-end funds; corporate equities; asset LM553064103 91.2 107.2 101.9 103.6 103.0 107.2 79.7 92.2 95.9 24
Exchange-traded funds; corporate equities; asset LM563064100 2669.2 3486.2 3010.9 3116.6 3150.6 3486.2 2715.2 3283.8 3566.0 25
Security brokers and dealers; corporate equities; asset LM663064103 147.7 166.7 158.8 180.1 175.5 166.7 144.7 180.4 205.4 26
Other financial business; corporate equities; asset FL503064105 0.0 0.0 0.0 0.0 0.0 0.0 0.0 8.0 8.6 27
Rest of the world; U.S. corporate equities; asset (5) LM263064105 6629.5 8196.8 7243.4 7621.2 7618.3 8196.8 6715.3 8187.2 9048.5 28
All domestic sectors; public corporate equities less intercompany holdings; liability (6) LM883164115 30455.9 38470.6 34307.3 35603.0 35673.3 38470.6 30523.2 37212.6 40703.1 29
All domestic sectors; closely held corporate equities; liability (7) LM883164125 5618.4 7056.5 6599.0 6583.0 6690.5 7056.5 5392.7 6837.6 7255.8 30
All domestic sectors; closely held S corporation corporate equities; liability LM883164133 3913.8 5179.2 4727.3 4847.6 4879.5 5179.2 3655.1 4665.6 4983.9 31
All domestic sectors; closely held C corporation corporate equities; liability LM883164135 1704.6 1877.2 1871.7 1735.4 1811.0 1877.2 1737.6 2172.0 2271.9 32
Interest rates and price indexes; Dow Jones U.S. Total Market Index PC073164013 -7.04 28.42 13.49 3.60 0.65 8.52 -21.34 21.52 8.64 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 10, 2020