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
Make Full Screen
| Description | Series code | 2022 | 2023 | 2024 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | LM653164205 | 17333.4 | 19599.7 | 21684.7 | 18106.6 | 19599.7 | 20830.7 | 20994.6 | 22028.1 | 21684.7 | 1 |
| Mutual funds; mutual fund shares; liability | LM653164205 | 17333.4 | 19599.7 | 21684.7 | 18106.6 | 19599.7 | 20830.7 | 20994.6 | 22028.1 | 21684.7 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | LM153064205 | 9839.3 | 11103.6 | 12399.1 | 10281.4 | 11103.6 | 11908.0 | 11964.5 | 12598.9 | 12399.1 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | LM103064203 | 323.5 | 330.6 | 326.4 | 311.1 | 330.6 | 340.9 | 334.6 | 342.2 | 326.4 | 4 |
| State and local governments; mutual fund shares; asset | LM213064203 | 79.3 | 86.3 | 92.4 | 82.3 | 86.3 | 87.6 | 89.5 | 94.0 | 92.4 | 5 |
| U.S.-chartered depository institutions; mutual fund shares; asset | LM763064203 | 10.1 | 10.5 | 11.3 | 9.8 | 10.5 | 10.6 | 14.6 | 10.4 | 11.3 | 6 |
| Credit unions; mutual fund shares; asset | LM473064205 | 4.2 | 4.0 | 3.5 | 3.5 | 4.0 | 3.8 | 3.9 | 3.4 | 3.5 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | LM513064205 | 30.8 | 34.0 | 37.8 | 31.0 | 34.0 | 35.8 | 35.2 | 37.0 | 37.8 | 8 |
| Life insurance companies; mutual fund shares; asset | LM543064205 | 1413.5 | 1534.5 | 1595.7 | 1424.5 | 1534.5 | 1606.2 | 1595.9 | 1635.9 | 1595.7 | 9 |
| Private pension funds; mutual fund shares; asset | LM573064205 | 4355.8 | 5017.2 | 5516.6 | 4590.6 | 5017.2 | 5322.7 | 5364.6 | 5624.5 | 5516.6 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | LM223064205 | 195.4 | 240.3 | 213.5 | 221.6 | 240.3 | 228.0 | 228.6 | 227.7 | 213.5 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | LM263064203 | 1081.4 | 1238.6 | 1488.5 | 1150.9 | 1238.6 | 1287.3 | 1363.4 | 1454.2 | 1488.5 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 13, 2025