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 2020 2021 2022 2023 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 Line
Mutual funds; mutual fund shares; liability LM653164205 19562.6 22208.8 17333.4 19599.7 18166.2 18850.5 18106.6 19599.7 20830.7 1
Mutual funds; mutual fund shares; liability LM653164205 19562.6 22208.8 17333.4 19599.7 18166.2 18850.5 18106.6 19599.7 20830.7 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 10996.3 12829.6 9739.4 10950 10170.2 10599.9 10141.5 10950 11708.3 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 375.7 444.4 358.5 407.4 375.3 389.8 375.2 407.4 431.6 4
State and local governments; mutual fund shares; asset LM213064203 112.8 128 105.6 122.6 111.2 116.1 112.4 122.6 130.5 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 11.5 14.9 10.1 10.5 10.2 11.1 9.8 10.5 10.6 6
Credit unions; mutual fund shares; asset LM473064205 4.8 7.1 4.2 4 4 4 3.5 4 4.2 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 29.7 36.2 30.8 34 31.2 32.5 31 34 35.8 8
Life insurance companies; mutual fund shares; asset LM543064205 1694.6 1832.3 1413.5 1533.4 1460.5 1503.7 1423.5 1533.4 1605 9
Private pension funds; mutual fund shares; asset LM573064205 4900.4 5430.1 4382.2 5059.6 4619.8 4798.6 4627.4 5059.6 5361 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 412.5 298.3 207.6 250.9 274.4 252.4 236.2 250.9 268.7 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 1024.3 1187.9 1081.4 1227.4 1109.5 1142.5 1146.3 1227.4 1275 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: June 7, 2024