Financial Accounts of the United States - Z.1

L.226 Mutual Fund Shares (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
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Description Series code 2020 2021 2022 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 Line
Mutual funds; mutual fund shares; liability LM653164205 19562.6 22208.8 17333.4 20698.1 17759.6 16617.1 17333.4 18166.2 18849.5 1
Mutual funds; mutual fund shares; liability LM653164205 19562.6 22208.8 17333.4 20698.1 17759.6 16617.1 17333.4 18166.2 18849.5 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 10988.9 12820.1 9763.8 11864.5 10047.5 9359.1 9763.8 10196.7 10654.9 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 375.7 444.4 358.5 415.1 360.7 339.7 358.5 375.3 389.7 4
State and local governments; mutual fund shares; asset LM213064203 112.8 128 105.6 120.2 105.1 99.5 105.6 111.2 116.1 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 11.5 14.9 10.1 13.1 11 12.4 10.1 10.2 11.1 6
Credit unions; mutual fund shares; asset LM473064205 4.8 7.1 4.2 7.4 5.7 4.3 4.2 4 4.3 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 29.7 36.2 30.8 34.8 28.5 28.3 30.8 31.2 32.5 8
Life insurance companies; mutual fund shares; asset LM543064205 1701.3 1842.9 1422.3 1695.5 1445.5 1355.8 1422.3 1470.8 1515.5 9
Private pension funds; mutual fund shares; asset LM573064205 4900.4 5430 4378.4 5083.1 4409.5 4146.6 4378.4 4629.3 4787.3 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 413.1 297.3 229.3 281.1 245.3 228.6 229.3 273 290.5 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 1024.3 1187.9 1030.3 1183.2 1100.8 1042.7 1030.3 1064.7 1047.6 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: September 11, 2023