Financial Accounts of the United States - Z.1
F522.1.s Mutual fund shares 🕮 PDF
| Line | Description | Series | 2023 | 2024 | 2025 | 2025:Q1 | 2025:Q2 | 2025:Q3 | 2025:Q4 | 2026:Q1 | 2026:Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Line 1 | Shares at market value | LM653164205 | 19599.7 | 21684.7 | 23635.4 | 21179.0 | 22685.8 | 23473.4 | 23635.4 | 23024.9 | 25319.7 |
| Line 2 | Holdings at market value | LM653164205 | 19599.7 | 21684.7 | 23635.4 | 21179.0 | 22685.8 | 23473.4 | 23635.4 | 23024.9 | 25319.7 |
| Line 3 | Household sector | LM153064205 | 11074.7 | 12187.4 | 13410.4 | 11906.5 | 12798.5 | 13367.9 | 13410.4 | 13099.2 | 14412.7 |
| Line 4 | Nonfinancial corporate business | LM103064203 | 325.2 | 405.4 | 432.2 | 392.2 | 416.6 | 432.1 | 432.2 | 416.4 | 454.3 |
| Line 5 | State and local governments | LM213064203 | 64.5 | 67.6 | 71.5 | 68.3 | 70.2 | 72.1 | 71.5 | 71.3 | 71.7 |
| Line 6 | U.S.-chartered depository institutions | LM763064203 | 10.5 | 11.3 | 14.4 | 13.0 | 14.7 | 16.0 | 14.4 | 14.0 | 20.5 |
| Line 7 | Credit unions | LM473064205 | 4.0 | 3.5 | 4.0 | 3.4 | 3.6 | 3.8 | 4.0 | 4.2 | 4.3 |
| Line 8 | Hedge funds | LM623064203 | 6.8 | 7.2 | 13.6 | 8.7 | 9.5 | 11.1 | 13.6 | 17.4 | 24.6 |
| Line 9 | Property-casualty insurance companies | LM513064205 | 34.0 | 37.1 | 40.9 | 35.6 | 37.6 | 39.4 | 40.9 | 41.6 | 46.3 |
| Line 10 | Life insurance companies | LM543064205 | 1535.0 | 1603.9 | 1671.2 | 1528.1 | 1623.1 | 1679.2 | 1671.2 | 1584.0 | 1728.6 |
| Line 11 | Private pension funds | LM573064205 | 4867.3 | 5444.2 | 5706.8 | 5317.7 | 5681.6 | 5685.6 | 5706.8 | 5529.7 | 6066.2 |
| Line 12 | State and local govt. pension funds | LM223064205 | 456.0 | 453.7 | 547.2 | 440.0 | 504.6 | 525.1 | 547.2 | 522.2 | 575.0 |
| Line 13 | Rest of the world | LM263064203 | 1221.8 | 1463.5 | 1723.2 | 1465.6 | 1525.9 | 1641.1 | 1723.2 | 1724.7 | 1915.7 |
Note:
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: September 11, 2026