Financial Accounts of the United States - Z.1

L.224 Mutual Fund Shares (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
Mutual funds; mutual fund shares; liability LM653164205 17659.5 19562.6 22208.8 17333.4 20698.1 17759.6 16617.1 17333.4 18166.5 1
Mutual funds; mutual fund shares; liability LM653164205 17659.5 19562.6 22208.8 17333.4 20698.1 17759.6 16617.1 17333.4 18166.5 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 10008.7 10957.0 12687.3 9690.4 11745.0 9952.2 9269.7 9690.4 10243.4 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 326.4 375.7 444.4 358.5 415.1 360.7 339.7 358.5 375.3 4
State and local governments; mutual fund shares; asset LM213064203 98.9 112.8 128.0 105.6 120.2 105.1 99.5 105.6 111.2 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 8.0 11.5 14.9 10.1 13.1 11.0 12.4 10.1 10.2 6
Credit unions; mutual fund shares; asset LM473064205 3.3 4.8 7.1 4.6 7.4 5.7 4.3 4.6 4.3 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 25.8 29.7 36.2 30.8 34.8 28.5 28.3 30.8 31.2 8
Life insurance companies; mutual fund shares; asset LM543064205 1598.1 1701.3 1842.9 1422.3 1695.5 1445.5 1355.8 1422.3 1471.0 9
Private pension funds; mutual fund shares; asset LM573064205 4320.2 4917.6 5500.5 4417.4 5147.1 4462.9 4192.7 4417.4 4612.2 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 370.5 427.8 355.8 249.8 333.4 287.2 269.0 249.8 256.1 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 899.6 1024.3 1191.6 1043.8 1186.5 1100.8 1045.7 1043.8 1051.7 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: June 8, 2023