L.223 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2019 2020 2021 2022 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 Line
All sectors; corporate equities; asset LM893064105 54644.0 65523.2 80002.9 64670.0 76351.0 64134.1 60955.1 64670.0 68598.0 1
All domestic sectors; corporate equities; liability LM883164105 45166.0 54908.2 67980.9 54398.6 64930.8 54191.9 51803.8 54398.6 57663.4 2
Nonfinancial corporate business; corporate equities; liability LM103164103 33680.5 42498.0 51341.2 39851.8 48745.4 40117.1 38425.2 39851.8 43118.7 3
Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) LM103164113 27633.9 35190.0 43527.3 32939.9 40659.7 33128.3 31506.8 32939.9 35940.6 4
Nonfinancial corporate business; closely held corporate equities; liability LM103164123 6046.6 7308.0 7814.0 6911.9 8085.7 6988.9 6918.4 6911.9 7178.0 5
Domestic financial sectors; corporate equities; liability LM793164105 11485.5 12410.2 16639.6 14546.8 16185.4 14074.7 13378.7 14546.8 14544.8 6
Domestic financial sectors; corporate equities (excluding closely held); liability (2) LM793164115 10836.4 11748.3 15737.9 13859.3 15321.9 13364.5 12719.1 13859.3 13831.3 7
Domestic financial sectors; closely held corporate equities; liability LM793164123 649.1 661.9 901.8 687.5 863.5 710.3 659.6 687.5 713.5 8
Rest of the world; foreign corporate equities including foreign investment fund shares; liability (3) LM263164100 9478.0 10615.0 12022.0 10271.4 11420.2 9942.2 9151.2 10271.4 10934.6 9
All sectors; corporate equities; asset LM893064105 54644.0 65523.2 80002.9 64670.0 76351.0 64134.1 60955.1 64670.0 68598.0 10
Households and nonprofit organizations; corporate equities; asset LM153064105 21081.8 26064.6 31921.3 26366.2 31193.0 26167.2 25029.4 26366.2 27918.8 11
Nonfinancial corporate business; corporate equities; asset LM103064103 2317.7 2543.2 3144.9 2376.2 2942.9 2420.2 2255.8 2376.2 2502.8 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 214.1 250.0 306.4 239.3 288.0 237.7 225.1 239.3 254.7 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 38.4 43.7 54.1 45.8 53.1 44.2 40.9 45.8 46.0 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 493.9 518.6 642.8 532.9 674.3 595.8 506.5 532.9 578.0 18
Life insurance companies; corporate equities; asset LM543064105 645.4 730.6 763.4 621.7 726.4 634.9 593.3 621.7 648.8 19
Private pension funds, including 403(b) plans; corporate equities; asset LM573064105 2961.8 3395.7 4093.3 3089.7 3830.2 3143.8 2944.0 3089.7 3249.3 20
Federal government retirement funds; corporate equities; asset LM343064105 370.7 418.6 524.0 419.3 485.5 410.1 384.9 419.3 449.5 21
State and local government employee defined benefit retirement funds; corporate equities; asset LM223064145 2523.5 2902.2 3377.1 2921.4 3230.0 2878.7 2658.0 2921.4 2930.8 22
Mutual funds; corporate equities; asset LM653064100 11934.5 13391.1 15533.8 11867.0 14328.6 11894.4 11077.4 11867.0 12576.2 23
Closed-end funds; corporate equities; asset LM553064103 107.2 105.9 123.4 99.0 115.7 100.2 93.3 99.0 98.8 24
Exchange-traded funds; corporate equities; asset LM563064100 3476.2 4229.4 5803.5 5059.2 5633.8 4802.5 4552.2 5059.2 5376.0 25
Security brokers and dealers; corporate equities; asset LM663064103 167.0 214.3 233.9 170.3 236.9 177.6 192.2 170.3 242.7 26
Other financial business; corporate equities; asset FL503064105 0.0 8.8 0.0 0.0 0.0 0.0 0.0 0.0 0.0 27
Rest of the world; U.S. corporate equities; asset (4) LM263064105 8278.5 10673.4 13447.9 10828.9 12579.4 10593.7 10368.9 10828.9 11692.2 28
All domestic sectors; public corporate equities less intercompany holdings; liability (5) LM883164115 38470.3 46938.2 59265.1 46799.2 55981.6 46492.7 44225.8 46799.2 49771.9 29
All domestic sectors; closely held corporate equities; liability (6) LM883164125 6695.7 7969.9 8715.7 7599.4 8949.2 7699.1 7578.0 7599.4 7891.5 30
All domestic sectors; closely held S corporation corporate equities; liability LM883164133 4822.2 5848.2 6400.8 5660.4 6637.1 5754.6 5745.2 5660.4 5907.1 31
All domestic sectors; closely held C corporation corporate equities; liability LM883164135 1873.5 2121.7 2314.9 1939.0 2312.0 1944.5 1832.7 1939.0 1984.4 32
Interest rates and price indexes; Dow Jones U.S. Total Market Index PC073164013 28.42 18.72 24.01 -20.80 -5.73 -17.17 -4.95 6.71 6.79 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. Includes corporate equities issued by financial corporations under the federal financial stabilization programs.
  3. Holdings of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
  4. Holdings of U.S. issues by foreign residents.
  5. Equal to the sum of lines 4 and 7.
  6. Equal to the sum of lines 5 and 8.
Last Update: June 8, 2023