Financial Accounts of the United States - Z.1
L.224 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
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| Description | Series code | 2022 | 2023 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 64751.2 | 77550.6 | 68798.8 | 73139.9 | 70615.8 | 77550.6 | 84143.5 | 85908.5 | 91720.4 | 1 |
| Nonfinancial corporate business; corporate equities; liability | LM103164105 | 41700.5 | 51259.5 | 45279 | 48773 | 46774.4 | 51259.5 | 55901.8 | 57297.7 | 60898.2 | 2 |
| Nonfinancial corporate business; public corporate equities; liability (includes closely held before 1996q4) | LM103164115 | 34242.5 | 42640.8 | 37199.9 | 40304.3 | 38532 | 42640.8 | 46617.9 | 48171.9 | 50807.7 | 3 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164125 | 7458 | 8618.7 | 8079.1 | 8468.7 | 8242.5 | 8618.7 | 9283.9 | 9125.8 | 10090.5 | 4 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 12771 | 14808.6 | 12733.1 | 13343.6 | 13136.2 | 14808.6 | 16130.7 | 16455.3 | 17931.9 | 5 |
| U.S.-chartered depository institutions; corporate equities; liability | LM763164105 | 125.1 | 100 | 84.4 | 80.8 | 82.6 | 100 | 96.7 | 91 | 115.6 | 6 |
| U.S.-chartered depository institutions; public corporate equities; liability (2) | LM763164113 | 115 | 91.6 | 78.5 | 75.1 | 76.7 | 91.6 | 91 | 85.4 | 108.2 | 7 |
| U.S.-chartered depository institutions; closely held corporate equities; liability | LM763164123 | 10.1 | 8.4 | 5.9 | 5.7 | 5.9 | 8.4 | 5.7 | 5.7 | 7.4 | 8 |
| Property-casualty insurance companies; corporate equities; liability | LM513164105 | 1030.3 | 1152.7 | 1010.8 | 1077.9 | 1102 | 1152.7 | 1363.6 | 1310.1 | 1483.2 | 9 |
| Property-casualty insurance companies; public corporate equities; liability | LM513164113 | 1021.4 | 1144.8 | 1003.7 | 1070.7 | 1094.3 | 1144.8 | 1353.8 | 1300.8 | 1472.7 | 10 |
| Property-casualty insurance companies; closely held corporate equities; liability | LM513164123 | 8.9 | 7.9 | 7.1 | 7.2 | 7.7 | 7.9 | 9.8 | 9.3 | 10.5 | 11 |
| Life insurance companies, general accounts; corporate equities; liability | LM543164175 | 242.2 | 253.1 | 212.1 | 222.4 | 235.5 | 253.1 | 276.2 | 263.1 | 299.8 | 12 |
| Life insurance companies, general accounts; public corporate equities; liability | LM543164113 | 237.5 | 248.6 | 208.4 | 218.5 | 231.2 | 248.6 | 271.3 | 258.6 | 294.6 | 13 |
| Life insurance companies, general accounts; closely held corporate equities; liability | LM543164123 | 4.7 | 4.5 | 3.7 | 3.9 | 4.3 | 4.5 | 4.8 | 4.6 | 5.2 | 14 |
| Closed-end funds; total financial assets | LM554090005 | 251.5 | 254 | 251.5 | 252.4 | 240.8 | 254 | 259.2 | 257.8 | 265.2 | 15 |
| Exchange-traded funds; total financial assets | LM564090005 | 6476.9 | 8085.4 | 6882.6 | 7299.5 | 7134.3 | 8085.4 | 8841.9 | 9141.8 | 9967.1 | 16 |
| Government-sponsored enterprises; corporate equities; liability (2) | LM403164105 | 31.6 | 33.7 | 30.9 | 31.7 | 31.5 | 33.7 | 35.2 | 34.6 | 34.7 | 17 |
| Mortgage real estate investment trusts; corporate equities; liability | LM643164105 | 59.7 | 65.8 | 58.4 | 62.9 | 60.8 | 65.8 | 64.7 | 62.8 | 69.8 | 18 |
| Mortgage real estate investment trusts; public corporate equities; liability | LM643164113 | 56.8 | 62.2 | 55 | 59.2 | 57.3 | 62.2 | 60.9 | 59.1 | 65.6 | 19 |
| Mortgage real estate investment trusts; closely held corporate equities; liability | LM643164123 | 2.9 | 3.6 | 3.4 | 3.7 | 3.5 | 3.6 | 3.7 | 3.7 | 4.2 | 20 |
| Security brokers and dealers; corporate equities; liability | LM663164105 | 115.6 | 131 | 125.3 | 121.1 | 119.1 | 131 | 146.9 | 155.3 | 164.5 | 21 |
| Security brokers and dealers; public corporate equities; liability | LM663164113 | 113.5 | 128.7 | 122.5 | 118.3 | 116.1 | 128.7 | 143.5 | 151.5 | 160.7 | 22 |
| Security brokers and dealers; closely held corporate equities; liability | LM663164123 | 2 | 2.3 | 2.8 | 2.8 | 3 | 2.3 | 3.4 | 3.7 | 3.8 | 23 |
| Holding companies; corporate equities; liability | LM733164105 | 2496.7 | 2632.2 | 2220.5 | 2261 | 2163.9 | 2632.2 | 2863.6 | 2874 | 3021.3 | 24 |
| Holding companies; public corporate equities; liability (2) | LM733164113 | 2379.7 | 2509.1 | 2125.6 | 2164.7 | 2070.1 | 2509.1 | 2751.4 | 2762.6 | 2898 | 25 |
| Holding companies; closely held corporate equities; liability | LM733164123 | 117 | 123.1 | 94.9 | 96.3 | 93.8 | 123.1 | 112.3 | 111.4 | 123.3 | 26 |
| Other financial business; corporate equities; liability | LM503164105 | 1941.5 | 2100.7 | 1856.7 | 1933.9 | 1965.7 | 2100.7 | 2182.7 | 2264.6 | 2510.8 | 27 |
| Other financial business; public corporate equities; liability (2) | LM503164115 | 1858.8 | 2015.7 | 1771.9 | 1844.3 | 1872 | 2015.7 | 2080.5 | 2162.7 | 2402.4 | 28 |
| Other financial business; closely held corporate equities; liability | LM503164125 | 82.7 | 85 | 84.8 | 89.6 | 93.6 | 85 | 102.1 | 101.9 | 108.4 | 29 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (3) | LM263164100 | 10279.7 | 11482.6 | 10786.7 | 11023.3 | 10705.1 | 11482.6 | 12111.1 | 12155.5 | 12890.4 | 30 |
| All sectors; corporate equities; asset | LM893064105 | 64751.2 | 77550.6 | 68798.8 | 73139.9 | 70615.8 | 77550.6 | 84143.5 | 85908.5 | 91720.4 | 31 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 26321.3 | 31202.9 | 28100 | 29738.7 | 28740.2 | 31202.9 | 33648.2 | 34251.9 | 37136.4 | 32 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 2397.6 | 3085.9 | 2608.2 | 2842.9 | 2756.7 | 3085.9 | 3417.4 | 3569.4 | 3784.8 | 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 | 144 | 160 | 150.9 | 153.5 | 151.8 | 160 | 163.1 | 167.3 | 176.7 | 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 | 46.4 | 54.2 | 46.7 | 49.5 | 49.2 | 54.2 | 69.8 | 69.2 | 75.6 | 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 | 532.9 | 596.3 | 577.6 | 606.6 | 557.7 | 596.3 | 599.5 | 549.8 | 544.9 | 39 |
| Life insurance companies; corporate equities; asset | LM543064105 | 659.8 | 697 | 678.9 | 688.8 | 657.1 | 697 | 726.5 | 731.3 | 748.1 | 40 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 3177.5 | 3953.2 | 3388.7 | 3671.4 | 3543.1 | 3953.2 | 4338.5 | 4475.8 | 4739.2 | 41 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 418.7 | 534.5 | 448.8 | 485.1 | 474 | 534.5 | 585.7 | 601.8 | 636.8 | 42 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2952.4 | 3200.9 | 2945.3 | 3084.7 | 3006.8 | 3200.9 | 3325.6 | 3304.1 | 3428.9 | 43 |
| Mutual funds; corporate equities; asset | LM653064100 | 11867 | 13882.1 | 12537.1 | 13229.7 | 12605.5 | 13882.1 | 14994.6 | 15149.6 | 15911.6 | 44 |
| Closed-end funds; corporate equities; asset | LM553064103 | 99 | 100.2 | 98.8 | 101.5 | 96 | 100.2 | 104.7 | 104.1 | 108.5 | 45 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 5059.1 | 6433.1 | 5376.4 | 5766.1 | 5608.1 | 6433.1 | 7148 | 7379.7 | 8030.1 | 46 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 170.3 | 283.4 | 235.3 | 276 | 251.3 | 283.4 | 317.1 | 343.8 | 360 | 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 | 10871.8 | 13333.7 | 11572.8 | 12412.2 | 12085 | 13333.7 | 14671.8 | 15177.7 | 16005.4 | 49 |
| All domestic sectors; public corporate equities; liability (5) | LM883164115 | 46785.2 | 57214.5 | 49730.4 | 53438.7 | 51456.3 | 57214.5 | 62506.6 | 64386.8 | 68476.8 | 50 |
| All domestic sectors; closely held corporate equities; liability (6) | LM883164123 | 7686.3 | 8853.6 | 8281.7 | 8677.9 | 8454.3 | 8853.6 | 9525.8 | 9366.2 | 10353.3 | 51 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 5737.6 | 6724.3 | 6296.5 | 6666 | 6504.2 | 6724.3 | 7150.8 | 7065.3 | 7847.6 | 52 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1948.6 | 2129.3 | 1985.2 | 2011.9 | 1950.1 | 2129.3 | 2375 | 2300.9 | 2505.7 | 53 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | -20.8 | 24.1 | 6.8 | 8 | -3.7 | 11.7 | 9.7 | 2.9 | 5.8 | 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: December 12, 2024