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
Description Series code 2021 2022 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 Line
Mutual funds; mutual fund shares; liability LM653164205 22208.8 17333.4 20698.1 17759.6 16617.1 17333.4 18166.2 18850.5 18106.6 1
Mutual funds; mutual fund shares; liability LM653164205 22208.8 17333.4 20698.1 17759.6 16617.1 17333.4 18166.2 18850.5 18106.6 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 12822 9749.3 11864.2 10047.6 9354 9749.3 10195.4 10670.3 10235.9 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 444.4 358.5 415.1 360.7 339.7 358.5 375.3 389.8 375.2 4
State and local governments; mutual fund shares; asset LM213064203 128 105.6 120.2 105.1 99.5 105.6 111.2 116.1 112.4 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 14.9 10.1 13.1 11 12.4 10.1 10.2 11.1 9.8 6
Credit unions; mutual fund shares; asset LM473064205 7.1 4.2 7.4 5.7 4.3 4.2 4 4 4.3 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 36.2 30.8 34.8 28.5 28.3 30.8 31.2 32.5 31 8
Life insurance companies; mutual fund shares; asset LM543064205 1840.8 1420.3 1693.3 1443.4 1353.5 1420.3 1468.1 1512.3 1432 9
Private pension funds; mutual fund shares; asset LM573064205 5430.1 4385.7 5084.8 4412.5 4152.9 4385.7 4624 4806.7 4620.6 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 297.5 230 281.9 244.3 229.7 230 274.7 229.8 212.7 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 1187.9 1038.9 1183.2 1100.8 1042.7 1038.9 1072.1 1077.9 1072.8 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: December 7, 2023