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 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 80050.6 | 64724.8 | 77513.7 | 68778.2 | 73115.2 | 70589.3 | 77513.7 | 83950.7 | 85730.6 | 1 |
| Nonfinancial corporate business; corporate equities; liability | LM103164105 | 53564.9 | 41681 | 51221.2 | 45261.2 | 48751.2 | 46750.9 | 51221.2 | 55717 | 57122.6 | 2 |
| Nonfinancial corporate business; public corporate equities; liability (includes closely held before 1996q4) | LM103164115 | 45059 | 34230.5 | 42624.5 | 37192.6 | 40295.4 | 38520.5 | 42624.5 | 46606.1 | 48164.3 | 3 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164125 | 8505.9 | 7450.5 | 8596.8 | 8068.6 | 8455.8 | 8230.3 | 8596.8 | 9110.9 | 8958.3 | 4 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 14424.4 | 12764 | 14809.9 | 12730.2 | 13340.7 | 13133.3 | 14809.9 | 16120.4 | 16447.4 | 5 |
| U.S.-chartered depository institutions; corporate equities; liability | LM763164105 | 170.2 | 124.6 | 99.3 | 84.4 | 80.7 | 82.5 | 99.3 | 96.5 | 90.9 | 6 |
| U.S.-chartered depository institutions; public corporate equities; liability (2) | LM763164113 | 158.9 | 115 | 91.6 | 78.5 | 75.1 | 76.7 | 91.6 | 91 | 85.4 | 7 |
| U.S.-chartered depository institutions; closely held corporate equities; liability | LM763164123 | 11.3 | 9.6 | 7.7 | 5.9 | 5.7 | 5.8 | 7.7 | 5.5 | 5.5 | 8 |
| Property-casualty insurance companies; corporate equities; liability | LM513164105 | 1022.6 | 1029.4 | 1151.4 | 1009.6 | 1076.6 | 1100.7 | 1151.4 | 1361.3 | 1309.6 | 9 |
| Property-casualty insurance companies; public corporate equities; liability | LM513164113 | 1018.4 | 1021.2 | 1143.2 | 1002.6 | 1069.5 | 1093.1 | 1143.2 | 1352.1 | 1300.7 | 10 |
| Property-casualty insurance companies; closely held corporate equities; liability | LM513164123 | 4.2 | 8.2 | 8.2 | 7 | 7.1 | 7.6 | 8.2 | 9.2 | 8.9 | 11 |
| Life insurance companies, general accounts; corporate equities; liability | LM543164175 | 224.6 | 230.6 | 241.4 | 201.2 | 211.7 | 225 | 241.4 | 264.8 | 241.9 | 12 |
| Life insurance companies, general accounts; public corporate equities; liability | LM543164113 | 221.7 | 225.6 | 237 | 197.6 | 207.9 | 220.7 | 237 | 260.3 | 237.5 | 13 |
| Life insurance companies, general accounts; closely held corporate equities; liability | LM543164123 | 3 | 5 | 4.5 | 3.6 | 3.9 | 4.3 | 4.5 | 4.6 | 4.4 | 14 |
| Closed-end funds; total financial assets | LM554090005 | 310 | 251.5 | 254.4 | 251.9 | 252.9 | 241.2 | 254.4 | 259.7 | 257.8 | 15 |
| Exchange-traded funds; total financial assets | LM564090005 | 7190.5 | 6476.9 | 8085.4 | 6882.6 | 7299.5 | 7134.3 | 8085.4 | 8841.9 | 9141.8 | 16 |
| Government-sponsored enterprises; corporate equities; liability (2) | LM403164105 | 34.1 | 31.6 | 33.7 | 30.9 | 31.7 | 31.5 | 33.7 | 35.2 | 34.6 | 17 |
| Mortgage real estate investment trusts; corporate equities; liability | LM643164105 | 82.1 | 59.5 | 65.6 | 58.4 | 62.9 | 60.8 | 65.6 | 64.5 | 62.3 | 18 |
| Mortgage real estate investment trusts; public corporate equities; liability | LM643164113 | 77.9 | 56.8 | 62.2 | 55 | 59.2 | 57.3 | 62.2 | 60.9 | 58.8 | 19 |
| Mortgage real estate investment trusts; closely held corporate equities; liability | LM643164123 | 4.2 | 2.7 | 3.4 | 3.4 | 3.6 | 3.5 | 3.4 | 3.6 | 3.5 | 20 |
| Security brokers and dealers; corporate equities; liability | LM663164105 | 166.5 | 115.5 | 130.8 | 125.3 | 121.1 | 119.1 | 130.8 | 146.8 | 154.8 | 21 |
| Security brokers and dealers; public corporate equities; liability | LM663164113 | 164 | 113.5 | 128.7 | 122.5 | 118.3 | 116.1 | 128.7 | 143.5 | 151.4 | 22 |
| Security brokers and dealers; closely held corporate equities; liability | LM663164123 | 2.5 | 1.9 | 2.1 | 2.8 | 2.8 | 3 | 2.1 | 3.3 | 3.5 | 23 |
| Holding companies; corporate equities; liability | LM733164105 | 3053.2 | 2493.7 | 2630.8 | 2220.2 | 2260.7 | 2163.6 | 2630.8 | 2860.6 | 2873 | 24 |
| Holding companies; public corporate equities; liability (2) | LM733164113 | 2921.5 | 2379.7 | 2509.2 | 2125.6 | 2164.7 | 2070.1 | 2509.2 | 2751.4 | 2762.9 | 25 |
| Holding companies; closely held corporate equities; liability | LM733164123 | 131.7 | 114 | 121.7 | 94.6 | 96 | 93.6 | 121.7 | 109.2 | 110.2 | 26 |
| Other financial business; corporate equities; liability | LM503164105 | 2170.5 | 1950.8 | 2117 | 1865.7 | 1942.8 | 1974.5 | 2117 | 2189 | 2280.7 | 27 |
| Other financial business; public corporate equities; liability (2) | LM503164115 | 2093.5 | 1869.9 | 2032.3 | 1781.2 | 1853.6 | 1881.3 | 2032.3 | 2090.3 | 2184.3 | 28 |
| Other financial business; closely held corporate equities; liability | LM503164125 | 77 | 81 | 84.7 | 84.4 | 89.2 | 93.2 | 84.7 | 98.7 | 96.5 | 29 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (3) | LM263164100 | 12061.3 | 10279.7 | 11482.6 | 10786.7 | 11023.3 | 10705.1 | 11482.6 | 12113.4 | 12160.7 | 30 |
| All sectors; corporate equities; asset | LM893064105 | 80050.6 | 64724.8 | 77513.7 | 68778.2 | 73115.2 | 70589.3 | 77513.7 | 83950.7 | 85730.6 | 31 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 31866.9 | 26294.5 | 31219.5 | 28078.4 | 29727.8 | 28743.2 | 31219.5 | 33553.8 | 33952.8 | 32 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 3144.9 | 2397.6 | 3085.1 | 2607.8 | 2842.3 | 2756.1 | 3085.1 | 3416.3 | 3568.2 | 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 | 140.2 | 143.3 | 154.6 | 149.9 | 151 | 147.8 | 154.6 | 156.1 | 158.7 | 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 | 54.8 | 46.4 | 54.2 | 46.7 | 49.5 | 49.2 | 54.2 | 69.9 | 69.2 | 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 | 596.3 | 577.6 | 606.6 | 557.7 | 596.3 | 599.5 | 549.8 | 39 |
| Life insurance companies; corporate equities; asset | LM543064105 | 811.5 | 659.8 | 697.5 | 679.4 | 689.3 | 657.6 | 697.5 | 727 | 731.8 | 40 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 3869.8 | 3177.5 | 3941.9 | 3388.9 | 3663.3 | 3533.7 | 3941.9 | 4327.6 | 4455 | 41 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 524 | 418.7 | 534.5 | 448.8 | 485.1 | 474 | 534.5 | 585.7 | 601.8 | 42 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 3369.8 | 2953.5 | 3175.5 | 2947 | 3081.6 | 3004.2 | 3175.5 | 3263.1 | 3293.5 | 43 |
| Mutual funds; corporate equities; asset | LM653064100 | 15533.8 | 11867 | 13882.1 | 12537.1 | 13229.7 | 12605.5 | 13882.1 | 14994.6 | 15167.4 | 44 |
| Closed-end funds; corporate equities; asset | LM553064103 | 123.4 | 99 | 100.2 | 98.8 | 101.5 | 96 | 100.2 | 104.7 | 103.4 | 45 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 5803.3 | 5059.1 | 6433.1 | 5376.4 | 5766 | 5608 | 6433.1 | 7148 | 7380.2 | 46 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 233.9 | 170.3 | 283.4 | 235.3 | 276 | 251.3 | 283.4 | 317.1 | 343.8 | 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 | 10871.8 | 13322.7 | 11572.8 | 12412.2 | 12071.9 | 13322.7 | 14654.3 | 15321.9 | 49 |
| All domestic sectors; public corporate equities; liability (5) | LM883164115 | 59249.5 | 46772.1 | 57202.1 | 49721 | 53427.8 | 51442.9 | 57202.1 | 62492.3 | 64379.4 | 50 |
| All domestic sectors; closely held corporate equities; liability (6) | LM883164123 | 8739.7 | 7672.9 | 8829.1 | 8270.4 | 8664.1 | 8441.3 | 8829.1 | 9345.1 | 9190.6 | 51 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 6420.6 | 5725.5 | 6699.8 | 6287.1 | 6656.1 | 6493.4 | 6699.8 | 7124.8 | 7039.7 | 52 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 2319.1 | 1947.4 | 2129.3 | 1983.4 | 2008 | 1947.9 | 2129.3 | 2220.3 | 2150.9 | 53 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 24 | -20.8 | 24.1 | 6.8 | 8 | -3.7 | 11.7 | 9.7 | 2.9 | 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: September 12, 2024