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 | 2021 | 2022 | 2023 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | LM653164205 | 22208.8 | 17333.4 | 19599.7 | 18166.2 | 18850.5 | 18106.6 | 19599.7 | 20830.7 | 20995.1 | 1 |
| Mutual funds; mutual fund shares; liability | LM653164205 | 22208.8 | 17333.4 | 19599.7 | 18166.2 | 18850.5 | 18106.6 | 19599.7 | 20830.7 | 20995.1 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | LM153064205 | 12902.8 | 9837.8 | 11104.7 | 10284.6 | 10732.8 | 10274.4 | 11104.7 | 11923.6 | 12036.4 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | LM103064203 | 420.3 | 323.5 | 330.6 | 329.4 | 332.9 | 311.1 | 330.6 | 340.9 | 334.7 | 4 |
| State and local governments; mutual fund shares; asset | LM213064203 | 79.1 | 80.8 | 87.2 | 84.5 | 85.1 | 83.3 | 87.2 | 88 | 89.5 | 5 |
| U.S.-chartered depository institutions; mutual fund shares; asset | LM763064203 | 14.9 | 10.1 | 10.5 | 10.2 | 11.1 | 9.8 | 10.5 | 10.6 | 14.6 | 6 |
| Credit unions; mutual fund shares; asset | LM473064205 | 7.1 | 4.2 | 4 | 4 | 4 | 3.5 | 4 | 3.8 | 3.8 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | LM513064205 | 36.2 | 30.8 | 34 | 31.2 | 32.5 | 31 | 34 | 35.8 | 35.2 | 8 |
| Life insurance companies; mutual fund shares; asset | LM543064205 | 1832.3 | 1413.5 | 1533.4 | 1460.5 | 1503.7 | 1423.5 | 1533.4 | 1605 | 1593.9 | 9 |
| Private pension funds; mutual fund shares; asset | LM573064205 | 5430.1 | 4355.8 | 5029.1 | 4592.5 | 4769 | 4599.4 | 5029.1 | 5322.9 | 5368.2 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | LM223064205 | 298.2 | 195.5 | 235.3 | 259.8 | 237.3 | 221.9 | 235.3 | 221.4 | 205.8 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | LM263064203 | 1187.9 | 1081.4 | 1230.8 | 1109.5 | 1142.2 | 1148.8 | 1230.8 | 1278.8 | 1313 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: September 12, 2024