L.224 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2020 2021 2022 2023 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 Line
All sectors; corporate equities; asset LM893064105 65541.8 80038.8 64735 77570.8 68785.2 73093 70563.8 77570.8 84040.4 1
Nonfinancial corporate business; corporate equities; liability LM103164105 43920.8 53553.5 41664.9 51282.7 45255.7 48733.7 46733.4 51282.7 55812.8 2
Nonfinancial corporate business; public corporate equities; liability (includes closely held before 1996q4) LM103164115 36089.2 45059 34230.5 42621.9 37192.6 40295.4 38520.5 42621.9 46645.5 3
Nonfinancial corporate business; closely held corporate equities; liability LM103164125 7831.6 8494.5 7434.4 8660.8 8063.1 8438.3 8212.9 8660.8 9167.3 4
Domestic financial sectors; corporate equities; liability LM793164105 11006 14424 12764.2 14812.8 12732.7 13343.2 13136 14812.8 16113 5
U.S.-chartered depository institutions; corporate equities; liability LM763164105 118.8 170 124.4 99.1 84.3 80.7 82.5 99.1 106.6 6
U.S.-chartered depository institutions; public corporate equities; liability (2) LM763164113 111.1 158.9 115 91.6 78.5 75.1 76.7 91.6 100.3 7
U.S.-chartered depository institutions; closely held corporate equities; liability LM763164123 7.7 11.1 9.4 7.5 5.8 5.6 5.8 7.5 6.3 8
Property-casualty insurance companies; corporate equities; liability LM513164105 870.2 1022.5 1029.4 1151.4 1009.6 1076.6 1100.7 1151.4 1361.5 9
Property-casualty insurance companies; public corporate equities; liability LM513164113 866.1 1018.4 1021.2 1143.2 1002.6 1069.5 1093.1 1143.2 1352.1 10
Property-casualty insurance companies; closely held corporate equities; liability LM513164123 4.2 4.1 8.2 8.3 7 7.1 7.6 8.3 9.4 11
Life insurance companies, general accounts; corporate equities; liability LM543164175 166.6 224.6 230.6 241.5 201.2 211.7 225 241.5 270.2 12
Life insurance companies, general accounts; public corporate equities; liability LM543164113 164.5 221.7 225.6 237 197.6 207.9 220.7 237 265.5 13
Life insurance companies, general accounts; closely held corporate equities; liability LM543164123 2.1 3 5 4.5 3.6 3.9 4.3 4.5 4.6 14
Closed-end funds; total financial assets LM554090005 281.6 310 251.5 254.4 251.9 252.9 241.2 254.4 260.2 15
Exchange-traded funds; total financial assets LM564090005 5449.4 7190.5 6476.9 8085.4 6882.6 7299.5 7134.3 8085.4 8841.9 16
Government-sponsored enterprises; corporate equities; liability (2) LM403164105 35.6 34.1 31.6 33.7 30.9 31.7 31.5 33.7 35.2 17
Mortgage real estate investment trusts; corporate equities; liability LM643164105 69.1 82.1 59.5 65.7 58.4 62.9 60.9 65.7 64.3 18
Mortgage real estate investment trusts; public corporate equities; liability LM643164113 65.4 77.9 56.8 62.2 55 59.2 57.3 62.2 60.7 19
Mortgage real estate investment trusts; closely held corporate equities; liability LM643164123 3.7 4.2 2.7 3.5 3.4 3.7 3.5 3.5 3.6 20
Security brokers and dealers; corporate equities; liability LM663164105 139.7 166.5 115.5 130.8 125.4 121.2 119.1 130.8 146.5 21
Security brokers and dealers; public corporate equities; liability LM663164113 138.6 164 113.5 128.8 122.5 118.3 116.1 128.8 143.3 22
Security brokers and dealers; closely held corporate equities; liability LM663164123 1.1 2.5 1.9 2 2.9 2.9 3 2 3.2 23
Holding companies; corporate equities; liability LM733164105 2312.6 3053.3 2493.9 2631.8 2221.7 2262.2 2165.1 2631.8 2853 24
Holding companies; public corporate equities; liability (2) LM733164113 2209.2 2921.5 2379.7 2509.2 2125.6 2164.7 2070.1 2509.2 2735.3 25
Holding companies; closely held corporate equities; liability LM733164123 103.4 131.8 114.2 122.6 96.1 97.5 95.1 122.6 117.7 26
Other financial business; corporate equities; liability LM503164105 1562.5 2170.4 1950.9 2119 1866.6 1943.9 1975.6 2119 2173.7 27
Other financial business; public corporate equities; liability (2) LM503164115 1513 2093.5 1869.9 2032.2 1781.2 1853.6 1881.3 2032.2 2071.8 28
Other financial business; closely held corporate equities; liability LM503164125 49.5 76.8 81.1 86.9 85.4 90.2 94.3 86.9 101.9 29
Rest of the world; foreign corporate equities including foreign investment fund shares; liability (3) LM263164100 10615 12061.3 10306 11475.4 10796.8 11016.1 10694.4 11475.4 12114.6 30
All sectors; corporate equities; asset LM893064105 65541.8 80038.8 64735 77570.8 68785.2 73093 70563.8 77570.8 84040.4 31
Households and nonprofit organizations; corporate equities; asset LM153064105 26055.1 31684.7 26474.6 31583.8 28300.9 29900.1 28939.1 31583.8 34086.6 32
Nonfinancial corporate business; corporate equities; asset LM103064103 2543.2 3144.9 2397.6 3064.7 2601.1 2831.1 2741.5 3064.7 3390.1 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 250 306.4 239.3 293.2 254.7 274.2 263.3 293.2 320.7 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 44.3 54.8 46.4 53.5 46 48.8 48.5 53.5 69.1 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 518.6 642.8 532.9 596.3 577.6 606.6 557.7 596.3 599.5 39
Life insurance companies; corporate equities; asset LM543064105 771.1 811.5 659.8 697.5 679.4 689.3 657.6 697.5 727 40
Private pension funds, including 403(b) plans; corporate equities; asset LM573064105 3378.8 3869.8 2931.4 3456.8 3081.4 3281.1 3131.2 3456.8 3749.1 41
Federal government retirement funds; corporate equities; asset LM343064105 418.6 524 418.7 533.9 448.8 485.1 474 533.9 585.1 42
State and local government employee defined benefit retirement funds; corporate equities; asset LM223064145 2906.1 3374.2 3006.5 3282.9 3023.1 3185.8 3105.8 3282.9 3414.5 43
Mutual funds; corporate equities; asset LM653064100 13391.1 15533.8 11867 13882.1 12537.1 13229.7 12605.5 13882.1 15029.9 44
Closed-end funds; corporate equities; asset LM553064103 105.9 123.4 99 100.2 98.8 101.5 96 100.2 104.7 45
Exchange-traded funds; corporate equities; asset LM563064100 4229.4 5803.3 5059.1 6433.1 5376.4 5766 5608 6433.1 7145.4 46
Security brokers and dealers; corporate equities; asset LM663064103 214.3 233.9 170.3 283.4 235.3 276 251.3 283.4 317.1 47
Other financial business; corporate equities; asset FL503064105 8.8 0 0 0 0 0 0 0 0 48
Rest of the world; U.S. corporate equities; asset (4) LM263064105 10673.4 13898.3 10799.1 13276.2 11491.3 12384.4 12051.1 13276.2 14468.6 49
All domestic sectors; public corporate equities; liability (5) LM883164115 46923.8 59249.5 46772.1 57199.4 49721 53427.8 51442.9 57199.4 62511.7 50
All domestic sectors; closely held corporate equities; liability (6) LM883164123 8003 8728 7657 8896.1 8267.3 8649.2 8426.5 8896.1 9414.2 51
All domestic sectors; closely held S corporation corporate equities; liability LM883164133 5878.6 6411.7 5711.9 6686.6 6286.2 6643.5 6480.7 6686.6 7110.2 52
All domestic sectors; closely held C corporation corporate equities; liability LM883164135 2124.4 2316.3 1945.1 2209.5 1981.1 2005.6 1945.8 2209.5 2304 53
Interest rates and price indexes; Dow Jones U.S. Total Market Index PC073164013 18.7 24 -20.8 24.1 6.8 8 -3.7 11.7 9.7 54

NOTES

  1. Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table L.226.
  2. Includes corporate equities issued by financial corporations under the federal financial stabilization programs.
  3. Holdings of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
  4. Holdings of U.S. issues by foreign residents.
  5. Equal to the sum of lines 3, 7, 10, 13, 15, 16, 17, 19, 22, 25, and 28.
  6. Equal to the sum of lines 4, 8, 11, 14, 20, 23, 26, and 29.
Last Update: June 7, 2024