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 | 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
- 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: June 7, 2024