Financial Accounts of the United States - Z.1
F51.1.s Corporate equities 🕮 PDF
| Line | Description | Series | 2023 | 2024 | 2025 | 2024:Q4 | 2025:Q1 | 2025:Q2 | 2025:Q3 | 2025:Q4 | 2026:Q1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Line 1 | Issues at market value | LM893064105 | 78222.4 | 93801.4 | 110183.0 | 93801.4 | 91075.4 | 99706.0 | 107154.2 | 110183.0 | 106893.0 |
| Line 2 | Nonfinancial corporate business | LM103164105 | 51744.1 | 62708.8 | 71863.1 | 62708.8 | 59379.9 | 65268.9 | 70266.2 | 71863.1 | 69511.6 |
| Line 3 | Publicly traded | LM103164115 | 42480.1 | 51870.1 | 60313.7 | 51870.1 | 48625.5 | 54308.9 | 58934.7 | 60313.7 | 57708.9 |
| Line 4 | Closely held | LM103164125 | 9264.0 | 10838.7 | 11549.4 | 10838.7 | 10754.5 | 10960.0 | 11331.5 | 11549.4 | 11802.8 |
| Line 5 | Financial corporations | LM793164105 | 15211.2 | 19096.3 | 23208.7 | 19096.3 | 19280.1 | 20767.4 | 22315.5 | 23208.7 | 22345.6 |
| Line 6 | U.S.-chartered depository institutions | LM763164105 | 98.7 | 105.8 | 112.9 | 105.8 | 97.0 | 98.6 | 102.9 | 112.9 | 126.2 |
| Line 7 | Publicly traded(2) | LM763164113 | 91.5 | 97.6 | 104.4 | 97.6 | 89.4 | 91.0 | 95.0 | 104.4 | 116.3 |
| Line 8 | Closely held | LM763164123 | 7.3 | 8.2 | 8.4 | 8.2 | 7.6 | 7.6 | 7.9 | 8.4 | 9.9 |
| Line 9 | Property-casualty insurance companies | LM513164105 | 1153.4 | 1462.4 | 1596.9 | 1462.4 | 1688.9 | 1578.7 | 1603.4 | 1596.9 | 1490.5 |
| Line 10 | Publicly traded | LM513164113 | 1144.7 | 1450.8 | 1584.7 | 1450.8 | 1676.1 | 1566.5 | 1591.4 | 1584.7 | 1477.4 |
| Line 11 | Closely held | LM513164123 | 8.8 | 11.6 | 12.2 | 11.6 | 12.7 | 12.2 | 12.1 | 12.2 | 13.1 |
| Line 12 | Life insurance companies | LM543164175 | 255.0 | 288.8 | 293.9 | 288.8 | 291.4 | 286.9 | 296.9 | 293.9 | 265.4 |
| Line 13 | Publicly traded | LM543164113 | 248.6 | 280.3 | 285.9 | 280.3 | 283.6 | 279.1 | 289.0 | 285.9 | 257.6 |
| Line 14 | Closely held | LM543164123 | 6.4 | 8.4 | 7.9 | 8.4 | 7.8 | 7.8 | 7.9 | 7.9 | 7.9 |
| Line 15 | Closed-end funds | LM554090005 | 250.3 | 251.1 | 256.7 | 251.1 | 248.1 | 251.5 | 257.3 | 256.7 | 253.3 |
| Line 16 | Exchange-traded funds | LM564090005 | 8085.7 | 10305.4 | 13373.0 | 10305.4 | 10369.1 | 11492.1 | 12635.1 | 13373.0 | 13552.3 |
| Line 17 | Government-sponsored enterprises(2) | LM403164105 | 258.9 | 330.7 | 416.3 | 330.7 | 352.5 | 375.1 | 397.0 | 416.3 | 434.3 |
| Line 18 | Mortgage REITs | LM643164105 | 66.2 | 64.6 | 75.5 | 64.6 | 69.1 | 67.2 | 72.0 | 75.5 | 69.1 |
| Line 19 | Publicly traded | LM643164113 | 62.2 | 60.5 | 70.6 | 60.5 | 64.6 | 62.9 | 67.3 | 70.6 | 69.1 |
| Line 20 | Closely held | LM643164123 | 4.1 | 4.1 | 4.9 | 4.1 | 4.5 | 4.2 | 4.7 | 4.9 | 0.0 |
| Line 21 | Brokers and dealers | LM663164105 | 105.3 | 169.7 | 244.1 | 169.7 | 164.1 | 226.7 | 272.8 | 244.1 | 196.0 |
| Line 22 | Publicly traded | LM663164113 | 102.1 | 163.3 | 233.6 | 163.3 | 157.7 | 217.3 | 260.3 | 233.6 | 186.9 |
| Line 23 | Closely held | LM663164123 | 3.2 | 6.4 | 10.4 | 6.4 | 6.3 | 9.4 | 12.5 | 10.4 | 9.1 |
| Line 24 | Holding companies | LM733164105 | 2626.7 | 3410.2 | 4260.7 | 3410.2 | 3288.5 | 3762.9 | 4035.2 | 4260.7 | 3847.7 |
| Line 25 | Publicly traded(2) | LM733164113 | 2508.9 | 3254.4 | 4064.4 | 3254.4 | 3137.3 | 3593.1 | 3850.9 | 4064.4 | 3645.1 |
| Line 26 | Closely held | LM733164123 | 117.7 | 155.8 | 196.4 | 155.8 | 151.1 | 169.7 | 184.3 | 196.4 | 202.6 |
| Line 27 | Other financial business | LM503164105 | 2311.0 | 2707.6 | 2578.8 | 2707.6 | 2711.6 | 2627.9 | 2642.8 | 2578.8 | 2110.9 |
| Line 28 | Publicly traded(2) | LM503164115 | 2208.0 | 2583.6 | 2446.8 | 2583.6 | 2583.3 | 2495.5 | 2507.1 | 2446.8 | 1972.7 |
| Line 29 | Closely held | LM503164125 | 103.0 | 124.0 | 132.0 | 124.0 | 128.2 | 132.4 | 135.7 | 132.0 | 138.1 |
| Line 30 | Rest of the world(3) | LM263164100 | 11267.0 | 11996.3 | 15111.2 | 11996.3 | 12415.3 | 13669.6 | 14572.5 | 15111.2 | 15035.8 |
| Line 31 | Holdings at market value | LM893064105 | 78222.4 | 93801.4 | 110183.0 | 93801.4 | 91075.4 | 99706.0 | 107154.2 | 110183.0 | 106893.0 |
| Line 32 | Household sector | LM153064105 | 32242.5 | 39020.0 | 45986.8 | 39020.0 | 38347.8 | 41322.2 | 44657.4 | 45986.8 | 44963.9 |
| Line 33 | Nonfinancial corporate business | LM103064103 | 2913.8 | 3260.5 | 3585.9 | 3260.5 | 3070.9 | 3347.1 | 3555.7 | 3585.9 | 3370.4 |
| Line 34 | Federal government | LM313064105 | 255.2 | 323.0 | 414.2 | 323.0 | 340.1 | 357.3 | 390.9 | 414.2 | 447.4 |
| Line 35 | State and local governments | LM213064103 | 131.5 | 137.1 | 145.1 | 137.1 | 138.8 | 142.7 | 146.4 | 145.1 | 145.1 |
| Line 36 | Central bank | FL713064103 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Line 37 | U.S.-chartered depository institutions | LM763064103 | 59.7 | 79.8 | 96.9 | 79.8 | 81.2 | 85.0 | 91.1 | 96.9 | 96.1 |
| Line 38 | Foreign banking offices in U.S. | FL753064103 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Line 39 | Property-casualty insurance companies | LM513064105 | 596.3 | 545.9 | 613.3 | 545.9 | 538.3 | 577.1 | 594.8 | 613.3 | 614.0 |
| Line 40 | Life insurance companies | LM543064105 | 695.9 | 800.5 | 824.5 | 800.5 | 783.7 | 821.7 | 841.1 | 824.5 | 787.4 |
| Line 41 | Private pension funds | LM573064105 | 3689.1 | 4449.3 | 5394.2 | 4449.3 | 4210.0 | 4675.5 | 5288.0 | 5394.2 | 5172.2 |
| Line 42 | Federal government pension funds | LM343064105 | 534.5 | 650.7 | 734.0 | 650.7 | 599.6 | 664.5 | 718.5 | 734.0 | 704.2 |
| Line 43 | State and local govt. pension funds | LM223064145 | 3157.2 | 3390.7 | 3871.2 | 3390.7 | 3285.3 | 3590.2 | 3752.8 | 3871.2 | 3625.1 |
| Line 44 | Mutual funds | LM653064100 | 13882.1 | 15646.1 | 17115.6 | 15646.1 | 14991.8 | 16443.0 | 17030.0 | 17115.6 | 16470.3 |
| Line 45 | Closed-end funds | LM553064103 | 99.8 | 104.1 | 112.2 | 104.1 | 102.7 | 107.1 | 111.9 | 112.2 | 112.0 |
| Line 46 | Exchange-traded funds | LM563064100 | 6433.4 | 8352.9 | 10761.0 | 8352.9 | 8249.2 | 9262.4 | 10207.9 | 10761.0 | 10755.7 |
| Line 47 | Brokers and dealers | LM663064105 | 116.1 | 143.2 | 140.9 | 143.2 | 148.7 | 182.0 | 169.3 | 140.9 | 186.1 |
| Line 48 | Other financial business | FL503064105 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Line 49 | Rest of the world(4) | LM263064105 | 13415.2 | 16897.4 | 20387.4 | 16897.4 | 16187.2 | 18128.2 | 19598.4 | 20387.4 | 19443.2 |
| Memo: | |||||||||||
| Line 50 | Publicly traded equity at market value(5) | LM883164115 | 57440.9 | 70647.9 | 83150.1 | 70647.9 | 67587.3 | 74733.0 | 80885.1 | 83150.1 | 79673.8 |
| Line 51 | Closely held equity at market value(6) | LM883164123 | 9514.5 | 11157.3 | 11921.7 | 11157.3 | 11072.8 | 11303.4 | 11696.6 | 11921.7 | 12183.4 |
| Line 52 | S corporations | LM883164133 | 7375.1 | 8733.6 | 9361.8 | 8733.6 | 8651.2 | 8976.7 | 9183.5 | 9361.8 | 9608.5 |
| Line 53 | C corporations | LM883164135 | 2139.4 | 2423.7 | 2560.0 | 2423.7 | 2421.6 | 2326.7 | 2513.1 | 2560.0 | 2574.9 |
| Line 54 | Percent change in Dow Jones U.S. Total Market Index | PC073164013 | 24.06 | 22.21 | 15.59 | 2.37 | -5.18 | 10.72 | 7.89 | 2.05 | -4.28 |
Notes:
- Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table F522.1.s.
- 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: June 11, 2026