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 | 2020 | 2021 | 2021 Q1 | 2021 Q2 | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 65523.2 | 80054.9 | 69928.3 | 75335.1 | 75368.4 | 80054.9 | 75778.2 | 63436.1 | 60337.3 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 54908.2 | 68032.8 | 58830.1 | 63524.6 | 63579.0 | 68032.8 | 64358.0 | 53500.5 | 51156.9 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 42498.0 | 51408.0 | 44980.3 | 48277.7 | 48151.5 | 51408.0 | 48188.9 | 39427.4 | 37736.5 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) | LM103164113 | 35190.0 | 43527.7 | 37141.3 | 40271.8 | 40119.1 | 43527.7 | 40660.4 | 33128.8 | 31510.6 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 7308.0 | 7880.2 | 7839.0 | 8005.9 | 8032.5 | 7880.2 | 7528.5 | 6298.7 | 6225.9 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 12410.2 | 16624.9 | 13849.8 | 15246.9 | 15427.5 | 16624.9 | 16169.1 | 14073.1 | 13420.4 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (2) | LM793164115 | 11748.3 | 15737.4 | 13069.5 | 14424.2 | 14574.6 | 15737.4 | 15321.4 | 13364.1 | 12719.8 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 661.9 | 887.5 | 780.3 | 822.7 | 852.8 | 887.5 | 847.7 | 709.0 | 700.6 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (3) | LM263164100 | 10615.0 | 12022.0 | 11098.2 | 11810.5 | 11789.4 | 12022.0 | 11420.2 | 9935.5 | 9180.4 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 65523.2 | 80054.9 | 69928.3 | 75335.1 | 75368.4 | 80054.9 | 75778.2 | 63436.1 | 60337.3 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 26122.9 | 31940.7 | 28161.1 | 30468.1 | 30740.8 | 31940.7 | 30545.3 | 25424.0 | 24328.6 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 2543.2 | 3124.4 | 2675.0 | 2868.1 | 2849.3 | 3124.4 | 2944.1 | 2434.3 | 2280.1 | 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 | 250.0 | 306.4 | 264.4 | 284.5 | 282.4 | 306.4 | 288.0 | 237.7 | 225.1 | 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, excluding Federal Reserve stock and equity in GSEs; asset | LM763064103 | 43.7 | 54.1 | 47.9 | 51.8 | 49.9 | 54.1 | 53.1 | 44.2 | 40.9 | 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 | 518.6 | 642.8 | 546.1 | 584.4 | 588.4 | 642.8 | 674.0 | 594.5 | 568.6 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 730.6 | 763.4 | 740.0 | 770.9 | 759.2 | 763.4 | 714.7 | 612.1 | 565.3 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 3395.7 | 4093.9 | 3582.1 | 3835.1 | 3791.6 | 4093.9 | 3830.9 | 3148.7 | 2960.2 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 418.6 | 524.0 | 449.2 | 487.6 | 483.8 | 524.0 | 485.6 | 410.1 | 385.1 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2843.5 | 3392.2 | 2959.9 | 3129.3 | 3106.2 | 3392.2 | 3276.3 | 2918.7 | 2716.9 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 13391.1 | 15533.8 | 13977.9 | 14919.4 | 14716.4 | 15533.8 | 14328.6 | 11894.4 | 11109.3 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 105.9 | 123.4 | 115.0 | 121.4 | 122.0 | 123.4 | 115.7 | 100.2 | 93.3 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 4229.7 | 5804.4 | 4693.0 | 5185.2 | 5235.2 | 5804.4 | 5635.0 | 4803.8 | 4557.2 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 214.3 | 233.9 | 265.9 | 259.1 | 231.9 | 233.9 | 236.9 | 177.6 | 192.2 | 26 |
| Other financial business; corporate equities; asset | FL503064105 | 8.8 | 0.0 | 8.5 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 27 |
| Rest of the world; U.S. corporate equities; asset (4) | LM263064105 | 10673.4 | 13484.4 | 11409.0 | 12336.0 | 12378.2 | 13484.4 | 12616.7 | 10602.7 | 10281.4 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (5) | LM883164115 | 46938.2 | 59265.1 | 50210.8 | 54696.0 | 54693.7 | 59265.1 | 55981.9 | 46492.8 | 44230.4 | 29 |
| All domestic sectors; closely held corporate equities; liability (6) | LM883164125 | 7969.9 | 8767.7 | 8619.3 | 8828.6 | 8885.3 | 8767.7 | 8376.2 | 7007.7 | 6926.5 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 5848.2 | 6452.6 | 6303.1 | 6578.3 | 6557.5 | 6452.6 | 6064.0 | 5100.0 | 5067.1 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 2121.7 | 2315.1 | 2316.3 | 2250.3 | 2327.8 | 2315.1 | 2312.1 | 1907.7 | 1859.3 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 18.72 | 24.01 | 6.08 | 7.94 | -0.44 | 8.79 | -5.73 | -17.17 | -4.95 | 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.
- 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, 2022