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 | 2017 | 2018 | 2019 | 2020 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | 2021 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 47919.8 | 43715.3 | 54624.9 | 65207.7 | 43050.1 | 51962.6 | 56616.0 | 65207.7 | 69991.3 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 38801.7 | 35815.7 | 45165.8 | 54647.5 | 35679.2 | 43409.9 | 47482.7 | 54647.5 | 58965.4 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 28747.5 | 26543.6 | 33680.3 | 42213.4 | 27002.7 | 33391.1 | 36934.5 | 42213.4 | 45115.2 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) | LM103164113 | 23548.0 | 21728.9 | 27633.7 | 35187.6 | 22367.7 | 27794.1 | 30773.8 | 35187.6 | 37111.0 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 5199.5 | 4814.7 | 6046.6 | 7025.9 | 4635.0 | 5596.9 | 6160.7 | 7025.9 | 8004.1 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 10054.2 | 9272.1 | 11485.5 | 12434.1 | 8676.5 | 10018.8 | 10548.3 | 12434.1 | 13850.2 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 9512.6 | 8726.3 | 10836.4 | 11747.9 | 8155.1 | 9418.2 | 9935.6 | 11747.9 | 13068.5 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 541.6 | 545.8 | 649.1 | 686.2 | 521.4 | 600.7 | 612.7 | 686.2 | 781.7 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164100 | 9118.1 | 7899.6 | 9459.1 | 10560.1 | 7370.8 | 8552.7 | 9133.2 | 10560.1 | 11025.9 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 47919.8 | 43715.3 | 54624.9 | 65207.7 | 43050.1 | 51962.6 | 56616.0 | 65207.7 | 69991.3 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 17974.1 | 16301.7 | 20860.6 | 25890.9 | 16210.9 | 19940.6 | 22014.6 | 25890.9 | 28284.8 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 1949.3 | 1789.9 | 2317.7 | 2531.0 | 1826.0 | 2156.6 | 2302.7 | 2531.0 | 2642.2 | 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 | 151.5 | 137.7 | 173.2 | 201.4 | 135.4 | 163.6 | 176.9 | 201.4 | 212.8 | 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 | 127.6 | 109.1 | 147.7 | 160.3 | 95.9 | 120.6 | 133.0 | 160.3 | 176.5 | 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 | 410.6 | 392.1 | 493.9 | 518.6 | 399.8 | 431.7 | 461.9 | 518.6 | 547.0 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 622.9 | 538.0 | 644.6 | 729.8 | 556.1 | 623.4 | 658.6 | 729.8 | 750.5 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2713.0 | 2448.0 | 3135.8 | 3477.3 | 2492.7 | 2927.0 | 3123.9 | 3477.3 | 3674.9 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 324.2 | 292.1 | 370.7 | 418.4 | 277.9 | 342.5 | 366.0 | 418.4 | 448.9 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2706.8 | 2478.6 | 2553.9 | 2773.8 | 2155.0 | 2354.7 | 2562.4 | 2773.8 | 2825.9 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 10819.6 | 9657.5 | 11934.5 | 13391.1 | 9203.8 | 11129.4 | 11843.4 | 13391.1 | 14123.8 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 109.3 | 91.2 | 107.2 | 105.9 | 79.7 | 92.2 | 95.7 | 105.9 | 110.6 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 2775.6 | 2669.2 | 3486.2 | 4233.6 | 2715.2 | 3283.8 | 3566.3 | 4233.6 | 4696.4 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 182.7 | 147.7 | 166.7 | 214.3 | 144.7 | 180.4 | 205.4 | 214.3 | 265.9 | 26 |
| Other financial business; corporate equities; asset | FL503064105 | 0.0 | 0.0 | 0.0 | 8.8 | 0.0 | 8.0 | 8.6 | 8.8 | 8.5 | 27 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 7019.4 | 6629.5 | 8199.0 | 10519.3 | 6723.9 | 8174.8 | 9063.3 | 10519.3 | 11189.2 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 33060.6 | 30455.2 | 38470.1 | 46935.4 | 30522.8 | 37212.3 | 40709.4 | 46935.4 | 50179.6 | 29 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 5741.1 | 5360.6 | 6695.7 | 7712.1 | 5156.4 | 6197.6 | 6773.4 | 7712.1 | 8785.8 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 3955.1 | 3656.0 | 4822.2 | 5290.0 | 4318.2 | 4638.1 | 4924.2 | 5290.0 | 6062.4 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1785.9 | 1704.6 | 1873.5 | 2422.1 | 838.2 | 1559.5 | 1849.1 | 2422.1 | 2723.4 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 18.89 | -7.04 | 28.42 | 18.72 | -21.34 | 21.52 | 8.64 | 14.32 | 6.08 | 33 |
NOTES
- Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table L.224.
- Excludes intercorporate holdings.
- Includes corporate equities issued by financial corporations under the federal financial stabilization programs.
- Holdings of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
- Holdings of U.S. issues by foreign residents.
- Equal to the sum of lines 4 and 7.
- Equal to the sum of lines 5 and 8.
Last Update: June 10, 2021