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 | 2023 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 80009.5 | 64703.1 | 78052.9 | 60994.4 | 64703.1 | 68431 | 72789.1 | 70151.8 | 78052.9 | 1 |
| Nonfinancial corporate business; corporate equities; liability | LM103164105 | 53502.8 | 41617.8 | 51547.2 | 40117.7 | 41617.8 | 44861.8 | 48382.9 | 46278.8 | 51547.2 | 2 |
| Nonfinancial corporate business; public corporate equities; liability (includes closely held before 1996q4) | LM103164115 | 45059 | 34230.5 | 42602.9 | 32747.5 | 34230.5 | 37192.6 | 40295.8 | 38520.3 | 42602.9 | 3 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164125 | 8443.8 | 7387.3 | 8944.3 | 7370.3 | 7387.3 | 7669.2 | 8087.1 | 7758.6 | 8944.3 | 4 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 14445.4 | 12779.3 | 14857 | 11684.3 | 12779.3 | 12772.4 | 13390.1 | 13169.8 | 14857 | 5 |
| U.S.-chartered depository institutions; corporate equities; liability | LM763164105 | 170.4 | 124.2 | 100.4 | 125.1 | 124.2 | 85.1 | 81.6 | 83.2 | 100.4 | 6 |
| U.S.-chartered depository institutions; public corporate equities; liability (2) | LM763164113 | 159.2 | 115.3 | 92.2 | 117 | 115.3 | 78.8 | 75.4 | 77.1 | 92.2 | 7 |
| U.S.-chartered depository institutions; closely held corporate equities; liability | LM763164123 | 11.2 | 8.9 | 8.2 | 8 | 8.9 | 6.3 | 6.2 | 6.1 | 8.2 | 8 |
| Property-casualty insurance companies; corporate equities; liability | LM513164105 | 1022.5 | 1028.6 | 1149.6 | 912.8 | 1028.6 | 1011.2 | 1078.2 | 1101.4 | 1149.6 | 9 |
| Property-casualty insurance companies; public corporate equities; liability | LM513164113 | 1018.4 | 1021.2 | 1143.2 | 905.9 | 1021.2 | 1002.6 | 1069.5 | 1093.1 | 1143.2 | 10 |
| Property-casualty insurance companies; closely held corporate equities; liability | LM513164123 | 4.1 | 7.4 | 6.4 | 6.9 | 7.4 | 8.6 | 8.7 | 8.3 | 6.4 | 11 |
| Life insurance companies, general accounts; corporate equities; liability | LM543164175 | 224.6 | 230.4 | 240.8 | 199.4 | 230.4 | 202 | 212.6 | 225.4 | 240.8 | 12 |
| Life insurance companies, general accounts; public corporate equities; liability | LM543164113 | 221.7 | 225.6 | 237 | 195.5 | 225.6 | 197.6 | 207.9 | 220.7 | 237 | 13 |
| Life insurance companies, general accounts; closely held corporate equities; liability | LM543164123 | 3 | 4.8 | 3.8 | 3.9 | 4.8 | 4.4 | 4.7 | 4.7 | 3.8 | 14 |
| Closed-end funds; total financial assets | LM554090005 | 310 | 252.1 | 255.6 | 243.3 | 252.1 | 252.6 | 253.5 | 241.9 | 255.6 | 15 |
| Exchange-traded funds; total financial assets | LM564090005 | 7190.5 | 6476.9 | 8085.4 | 5892.1 | 6476.9 | 6882.6 | 7299.5 | 7134.3 | 8085.4 | 16 |
| Government-sponsored enterprises; corporate equities; liability (2) | LM403164105 | 34.1 | 31.6 | 33.8 | 31.3 | 31.6 | 30.9 | 31.7 | 31.5 | 33.8 | 17 |
| Mortgage real estate investment trusts; corporate equities; liability | LM643164105 | 82.3 | 59.7 | 63.5 | 54.3 | 59.7 | 58.6 | 63.2 | 61.1 | 63.5 | 18 |
| Mortgage real estate investment trusts; public corporate equities; liability | LM643164113 | 77.9 | 56.8 | 62 | 50.9 | 56.8 | 55 | 59.2 | 57.3 | 62 | 19 |
| Mortgage real estate investment trusts; closely held corporate equities; liability | LM643164123 | 4.3 | 2.9 | 1.5 | 3.3 | 2.9 | 3.6 | 4 | 3.8 | 1.5 | 20 |
| Security brokers and dealers; corporate equities; liability | LM663164105 | 167.4 | 117.3 | 130.2 | 106.7 | 117.3 | 127.3 | 123.4 | 121.1 | 130.2 | 21 |
| Security brokers and dealers; public corporate equities; liability | LM663164113 | 164 | 113.5 | 128.6 | 102.6 | 113.5 | 122.5 | 118.3 | 116.1 | 128.6 | 22 |
| Security brokers and dealers; closely held corporate equities; liability | LM663164123 | 3.4 | 3.8 | 1.5 | 4.1 | 3.8 | 4.9 | 5.1 | 5 | 1.5 | 23 |
| Holding companies; corporate equities; liability | LM733164105 | 3053.7 | 2495.2 | 2662.3 | 2269 | 2495.2 | 2229.4 | 2272.3 | 2170.5 | 2662.3 | 24 |
| Holding companies; public corporate equities; liability (2) | LM733164113 | 2921.5 | 2379.7 | 2509.2 | 2170.5 | 2379.7 | 2125.6 | 2164.7 | 2070 | 2509.2 | 25 |
| Holding companies; closely held corporate equities; liability | LM733164123 | 132.2 | 115.5 | 153.1 | 98.5 | 115.5 | 103.8 | 107.6 | 100.5 | 153.1 | 26 |
| Other financial business; corporate equities; liability | LM503164105 | 2189.8 | 1963.3 | 2135.4 | 1850.3 | 1963.3 | 1892.5 | 1974 | 1999.5 | 2135.4 | 27 |
| Other financial business; public corporate equities; liability (2) | LM503164115 | 2093.2 | 1868.9 | 2024.8 | 1752.1 | 1868.9 | 1780.3 | 1852.7 | 1880.3 | 2024.8 | 28 |
| Other financial business; closely held corporate equities; liability | LM503164125 | 96.7 | 94.4 | 110.6 | 98.2 | 94.4 | 112.3 | 121.3 | 119.1 | 110.6 | 29 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (3) | LM263164100 | 12061.3 | 10306 | 11648.7 | 9192.4 | 10306 | 10796.8 | 11016.1 | 10703.2 | 11648.7 | 30 |
| All sectors; corporate equities; asset | LM893064105 | 80009.5 | 64703.1 | 78052.9 | 60994.4 | 64703.1 | 68431 | 72789.1 | 70151.8 | 78052.9 | 31 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 31656.1 | 26418.8 | 31996.5 | 25087.6 | 26418.8 | 27995 | 29696.9 | 28705.8 | 31996.5 | 32 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 3144.9 | 2397.6 | 2830.7 | 2270.1 | 2397.6 | 2532.1 | 2708.2 | 2575.4 | 2830.7 | 33 |
| Federal government; corporate equities; asset | LM313064105 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 34 |
| State and local governments; corporate equities; asset | LM213064103 | 306.4 | 239.3 | 293.2 | 225.1 | 239.3 | 254.7 | 274.2 | 263.3 | 293.2 | 35 |
| Monetary authority; corporate equities; asset | FL713064103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 36 |
| U.S.-chartered depository institutions; corporate equities, excluding Federal Reserve stock and equity in GSEs; asset | LM763064103 | 54.1 | 45.8 | 59.4 | 40.9 | 45.8 | 46 | 48.8 | 48.5 | 59.4 | 37 |
| Foreign banking offices in the U.S.; corporate equities; asset | FL753064103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 38 |
| Property-casualty insurance companies; corporate equities, including those held by U.S. residual market reinsurers; asset | LM513064105 | 642.8 | 532.9 | 621.2 | 506.5 | 532.9 | 578 | 608 | 559.7 | 621.2 | 39 |
| Life insurance companies; corporate equities; asset | LM543064105 | 811.5 | 659.8 | 750.1 | 629.9 | 659.8 | 689.3 | 702.7 | 671.2 | 750.1 | 40 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 3869.8 | 2933 | 3463.2 | 2780 | 2933 | 3083.2 | 3285.4 | 3134 | 3463.2 | 41 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 524 | 418.8 | 534 | 384.9 | 418.8 | 449 | 485.4 | 474.1 | 534 | 42 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 3374.2 | 3006.6 | 3348.4 | 2808.3 | 3006.6 | 3008.2 | 3166.1 | 3053.6 | 3348.4 | 43 |
| Mutual funds; corporate equities; asset | LM653064100 | 15533.8 | 11867 | 13788.6 | 11077.4 | 11867 | 12537.1 | 13229.7 | 12605.5 | 13788.6 | 44 |
| Closed-end funds; corporate equities; asset | LM553064103 | 123.4 | 99 | 100.2 | 93.3 | 99 | 98.8 | 101.5 | 96 | 100.2 | 45 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 5803.3 | 5059.2 | 6426.1 | 4552.1 | 5059.2 | 5376.5 | 5766.1 | 5608.1 | 6426.1 | 46 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 233.9 | 170.3 | 283.4 | 192.2 | 170.3 | 235.3 | 276 | 251.3 | 283.4 | 47 |
| Other financial business; corporate equities; asset | FL503064105 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 48 |
| Rest of the world; U.S. corporate equities; asset (4) | LM263064105 | 13898.3 | 10821.9 | 13524.7 | 10313 | 10821.9 | 11514.5 | 12406.9 | 12072.3 | 13524.7 | 49 |
| All domestic sectors; public corporate equities; liability (5) | LM883164115 | 59249.5 | 46772.1 | 57174.7 | 44208.8 | 46772.1 | 49721 | 53428.2 | 51442.6 | 57174.7 | 50 |
| All domestic sectors; closely held corporate equities; liability (6) | LM883164123 | 8698.7 | 7625 | 9229.5 | 7593.2 | 7625 | 7913.2 | 8344.8 | 8006 | 9229.5 | 51 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 6382.3 | 5682.5 | 7075.6 | 5751.4 | 5682.5 | 5930.8 | 6337.9 | 6109.2 | 7075.6 | 52 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 2316.3 | 1942.5 | 2153.9 | 1841.8 | 1942.5 | 1982.4 | 2006.9 | 1896.8 | 2153.9 | 53 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 24 | -20.8 | 24.1 | -4.9 | 6.7 | 6.8 | 8 | -3.7 | 11.7 | 54 |
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 3, 7, 10, 13, 15, 16, 17, 19, 22, 25, and 28.
- Equal to the sum of lines 4, 8, 11, 14, 20, 23, 26, and 29.
Last Update: March 7, 2024