Financial Accounts of the United States - Z.1
L.224 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted| Description | Series code | 2021 | 2022 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 80061.2 | 64722.5 | 76418.6 | 64206.3 | 61017.7 | 64722.5 | 68449.9 | 72893.8 | 70100.9 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 67999.9 | 54416.5 | 64953.3 | 54208.6 | 51825.3 | 54416.5 | 57653.1 | 61862.2 | 59560 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164105 | 53257.4 | 41472.9 | 50602.7 | 41876.4 | 39946.8 | 41472.9 | 44667 | 48266.4 | 46205.4 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (includes closely held before 1996q4) | LM103164115 | 44779.2 | 34082.9 | 41893.6 | 34389.5 | 32571.8 | 34082.9 | 36998 | 40110.8 | 38381.7 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164125 | 8478.2 | 7390.1 | 8709.2 | 7487 | 7375 | 7390.1 | 7669 | 8155.7 | 7823.7 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 14742.5 | 12943.6 | 14350.6 | 12332.1 | 11878.5 | 12943.6 | 12986.1 | 13595.7 | 13354.6 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (2) | LM793164115 | 14487.4 | 12707.2 | 14090 | 12104 | 11654.7 | 12707.2 | 12740.9 | 13335.2 | 13104.8 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 255.1 | 236.4 | 260.6 | 228.2 | 223.8 | 236.4 | 245.2 | 260.5 | 249.8 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (3) | LM263164100 | 12061.3 | 10306 | 11465.3 | 9997.7 | 9192.4 | 10306 | 10796.8 | 11031.7 | 10540.9 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 80061.2 | 64722.5 | 76418.6 | 64206.3 | 61017.7 | 64722.5 | 68449.9 | 72893.8 | 70100.9 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 31782 | 26504.9 | 31044.2 | 26025.6 | 25158.5 | 26504.9 | 28142.4 | 29891.4 | 28852.3 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 3144.9 | 2396 | 2945.7 | 2428.2 | 2268.8 | 2396 | 2530 | 2705.6 | 2572.6 | 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 | 306.4 | 239.3 | 288 | 237.7 | 225.1 | 239.3 | 254.7 | 274.2 | 263.3 | 14 |
| Monetary authority; corporate equities; asset | FL713064103 | 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 | 54.1 | 45.8 | 53.1 | 44.2 | 40.9 | 45.8 | 46 | 48.8 | 48.5 | 16 |
| Foreign banking offices in the U.S.; corporate equities; asset | FL753064103 | 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 | 642.8 | 532.9 | 674.3 | 595.8 | 506.5 | 532.9 | 578 | 608 | 559.7 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 765.6 | 623.7 | 728.5 | 637 | 595.6 | 623.7 | 651.7 | 663.7 | 633.9 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 3869.8 | 2929.4 | 3621.1 | 2960 | 2780.1 | 2929.4 | 3076.8 | 3280.9 | 3129 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 524 | 418.8 | 485.5 | 410.1 | 384.9 | 418.8 | 449 | 485.4 | 474.1 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 3345.9 | 2971.5 | 3236.8 | 2951.9 | 2798 | 2971.5 | 2940.5 | 3135.6 | 2982.1 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 15533.8 | 11867 | 14328.6 | 11894.4 | 11077.4 | 11867 | 12537.1 | 13229.7 | 12665 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 123.4 | 99 | 115.7 | 100.2 | 93.3 | 99 | 98.6 | 101.2 | 95.7 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 5803.3 | 5059.2 | 5633.7 | 4802.4 | 4552.1 | 5059.2 | 5376.3 | 5765.9 | 5613.7 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 233.9 | 170.3 | 236.9 | 177.6 | 192.2 | 170.3 | 235.3 | 276 | 251.3 | 26 |
| Other financial business; corporate equities; asset | FL503064105 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 27 |
| Rest of the world; U.S. corporate equities; asset (4) | LM263064105 | 13898.3 | 10831.5 | 12993.3 | 10908.1 | 10311.3 | 10831.5 | 11500.4 | 12394.3 | 11926.6 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (5) | LM883164115 | 59266.7 | 46790.1 | 55983.6 | 46493.4 | 44226.5 | 46790.1 | 49738.9 | 53446 | 51486.5 | 29 |
| All domestic sectors; closely held corporate equities; liability (6) | LM883164125 | 8733.2 | 7626.5 | 8969.7 | 7715.1 | 7598.8 | 7626.5 | 7914.2 | 8416.2 | 8073.5 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 6416.9 | 5686.9 | 6653.9 | 5764.6 | 5759.9 | 5686.9 | 5935.2 | 6342.4 | 6113.5 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 2316.3 | 1939.6 | 2315.8 | 1950.5 | 1838.9 | 1939.6 | 1979.1 | 2073.8 | 1960 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 24 | -20.8 | -5.7 | -17.2 | -4.9 | 6.7 | 6.8 | 8 | -3.7 | 33 |
NOTES
- Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table L.226.
- 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 7, 2023