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 | 2020 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | 2021 Q1 | 2021 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 43715.3 | 54643.8 | 64904.2 | 43122.0 | 51985.2 | 56621.4 | 64904.2 | 69683.3 | 75391.8 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 35815.7 | 45165.8 | 54368.3 | 35679.4 | 43410.3 | 47478.8 | 54368.3 | 58680.3 | 63704.1 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 26543.6 | 33680.3 | 41960.8 | 27002.7 | 33391.0 | 36930.1 | 41960.8 | 44859.4 | 48489.5 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) | LM103164113 | 21728.9 | 27633.7 | 35190.0 | 22367.7 | 27794.1 | 30773.7 | 35190.0 | 37141.1 | 40346.4 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 4814.7 | 6046.6 | 6770.8 | 4635.0 | 5596.9 | 6156.4 | 6770.8 | 7718.3 | 8143.1 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 9272.1 | 11485.5 | 12407.6 | 8676.7 | 10019.3 | 10548.6 | 12407.6 | 13820.9 | 15214.6 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 8726.3 | 10836.4 | 11748.1 | 8155.2 | 9418.2 | 9935.6 | 11748.1 | 13069.3 | 14421.9 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 545.8 | 649.1 | 659.4 | 521.5 | 601.1 | 613.0 | 659.4 | 751.6 | 792.7 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164100 | 7899.6 | 9478.0 | 10535.9 | 7442.6 | 8574.9 | 9142.7 | 10535.9 | 11003.1 | 11687.7 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 43715.3 | 54643.8 | 64904.2 | 43122.0 | 51985.2 | 56621.4 | 64904.2 | 69683.3 | 75391.8 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 16269.8 | 20989.3 | 25634.0 | 16420.9 | 20108.1 | 22198.6 | 25634.0 | 28038.6 | 30490.0 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 1789.9 | 2317.7 | 2552.1 | 1833.4 | 2168.3 | 2318.6 | 2552.1 | 2667.6 | 2853.7 | 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 | 169.6 | 214.1 | 250.0 | 167.6 | 202.8 | 219.5 | 250.0 | 264.4 | 284.5 | 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 | 160.1 | 95.9 | 120.6 | 133.0 | 160.1 | 176.5 | 191.1 | 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 | 518.6 | 399.8 | 431.7 | 461.9 | 518.6 | 547.0 | 586.4 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 538.0 | 644.6 | 729.8 | 556.1 | 623.4 | 658.6 | 729.8 | 750.6 | 809.3 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2448.0 | 2961.8 | 3343.2 | 2286.3 | 2753.5 | 2960.6 | 3343.2 | 3532.3 | 3776.0 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 292.1 | 370.7 | 418.4 | 277.9 | 342.5 | 366.0 | 418.4 | 448.9 | 487.0 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2478.6 | 2576.9 | 2861.9 | 2174.5 | 2376.0 | 2585.5 | 2861.9 | 2999.1 | 3204.2 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 9657.5 | 11934.5 | 13391.1 | 9203.8 | 11129.4 | 11843.4 | 13391.1 | 13977.9 | 14934.2 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 91.2 | 107.2 | 105.9 | 79.7 | 92.2 | 95.7 | 105.9 | 115.0 | 122.7 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 2669.2 | 3486.2 | 4233.6 | 2715.2 | 3283.8 | 3566.3 | 4233.6 | 4697.0 | 5189.6 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 147.7 | 166.7 | 214.3 | 144.7 | 180.4 | 205.4 | 214.3 | 265.9 | 259.1 | 26 |
| Other financial business; corporate equities; asset | FL503064105 | 0.0 | 0.0 | 8.8 | 0.0 | 8.0 | 8.6 | 8.8 | 8.5 | 1.1 | 27 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 6629.5 | 8199.2 | 10449.2 | 6733.2 | 8131.4 | 8966.6 | 10449.2 | 11160.9 | 12169.9 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 30455.2 | 38470.1 | 46938.1 | 30522.8 | 37212.3 | 40709.4 | 46938.1 | 50210.4 | 54768.3 | 29 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 5360.6 | 6695.7 | 7430.2 | 5156.5 | 6198.0 | 6769.4 | 7430.2 | 8469.8 | 8935.8 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 3656.0 | 4822.2 | 5320.0 | 4315.6 | 4634.6 | 4919.0 | 5320.0 | 6097.1 | 6466.9 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1704.6 | 1873.5 | 2110.2 | 841.0 | 1563.4 | 1850.5 | 2110.2 | 2372.7 | 2468.9 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | -7.04 | 28.42 | 18.72 | -21.34 | 21.52 | 8.64 | 14.32 | 6.08 | 7.94 | 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: September 23, 2021