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 | 2019 | 2020 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | 2021 Q1 | 2021 Q2 | 2021 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 54644.0 | 64905.7 | 43122.0 | 51985.2 | 56621.4 | 64905.7 | 69664.5 | 75303.6 | 75002.6 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 45166.0 | 54369.8 | 35679.4 | 43410.4 | 47478.8 | 54369.8 | 58621.3 | 63570.2 | 63281.3 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 33680.5 | 41962.3 | 27002.7 | 33391.1 | 36930.1 | 41962.3 | 44805.8 | 48359.0 | 47944.8 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) | LM103164113 | 27633.9 | 35190.1 | 22367.7 | 27794.1 | 30773.8 | 35190.1 | 37141.4 | 40272.0 | 40120.3 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 6046.6 | 6772.2 | 4635.0 | 5596.9 | 6156.4 | 6772.2 | 7664.4 | 8087.1 | 7824.4 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 11485.5 | 12407.5 | 8676.7 | 10019.3 | 10548.6 | 12407.5 | 13815.4 | 15211.1 | 15336.5 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 10836.4 | 11748.1 | 8155.2 | 9418.2 | 9935.6 | 11748.1 | 13069.3 | 14424.1 | 14575.2 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 649.1 | 659.4 | 521.5 | 601.1 | 613.0 | 659.4 | 746.1 | 787.1 | 761.3 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164100 | 9478.0 | 10535.9 | 7442.6 | 8574.9 | 9142.7 | 10535.9 | 11043.2 | 11733.4 | 11721.2 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 54644.0 | 64905.7 | 43122.0 | 51985.2 | 56621.4 | 64905.7 | 69664.5 | 75303.6 | 75002.6 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 20989.2 | 25634.1 | 16420.2 | 20107.1 | 22197.5 | 25634.1 | 28033.6 | 30547.3 | 30402.0 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 2317.7 | 2553.7 | 1834.2 | 2169.4 | 2319.8 | 2553.7 | 2669.4 | 2855.7 | 2830.6 | 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 | 214.1 | 250.0 | 167.6 | 202.8 | 219.5 | 250.0 | 264.4 | 284.5 | 282.4 | 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 | 147.7 | 160.1 | 95.9 | 120.6 | 133.0 | 160.1 | 176.5 | 191.1 | 184.6 | 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 | 493.9 | 518.6 | 399.8 | 431.7 | 461.9 | 518.6 | 547.0 | 586.4 | 591.3 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 644.6 | 729.8 | 556.1 | 623.4 | 658.6 | 729.8 | 750.6 | 776.2 | 773.9 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2961.8 | 3343.0 | 2286.3 | 2753.5 | 2960.5 | 3343.0 | 3532.2 | 3775.9 | 3724.1 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 370.7 | 418.4 | 277.9 | 342.5 | 366.0 | 418.4 | 448.9 | 487.0 | 481.3 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2576.9 | 2861.9 | 2174.5 | 2376.0 | 2585.5 | 2861.9 | 2976.3 | 3183.3 | 3164.4 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 11934.5 | 13391.1 | 9203.8 | 11129.4 | 11843.4 | 13391.1 | 13977.9 | 14919.4 | 14795.6 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 107.2 | 105.9 | 79.7 | 92.2 | 95.7 | 105.9 | 115.0 | 121.2 | 121.5 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 3486.2 | 4233.6 | 2715.2 | 3283.8 | 3566.3 | 4233.6 | 4697.0 | 5189.7 | 5242.1 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 167.0 | 214.3 | 144.7 | 180.4 | 205.4 | 214.3 | 265.9 | 259.1 | 231.9 | 26 |
| Other financial business; corporate equities; asset | FL503064105 | 0.0 | 8.8 | 0.0 | 8.0 | 8.6 | 8.8 | 8.5 | 1.1 | 0.0 | 27 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 8199.2 | 10449.3 | 6733.2 | 8131.4 | 8966.6 | 10449.3 | 11168.2 | 12092.6 | 12143.6 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 38470.3 | 46938.2 | 30522.9 | 37212.3 | 40709.4 | 46938.2 | 50210.7 | 54696.0 | 54695.6 | 29 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 6695.7 | 7431.6 | 5156.5 | 6198.0 | 6769.4 | 7431.6 | 8410.6 | 8874.1 | 8585.8 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 4822.2 | 5321.4 | 4315.6 | 4634.6 | 4919.0 | 5321.4 | 6098.7 | 6468.5 | 6290.7 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1873.5 | 2110.2 | 841.0 | 1563.4 | 1850.5 | 2110.2 | 2311.9 | 2405.6 | 2295.0 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 28.42 | 18.72 | -21.34 | 21.52 | 8.64 | 14.32 | 6.08 | 7.94 | -0.44 | 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: December 9, 2021