Financial Accounts of the United States - Z.1
F522.1.s Mutual fund shares 🕮 PDF
| Line | Description | Series | 2023 | 2024 | 2025 | 2024:Q4 | 2025:Q1 | 2025:Q2 | 2025:Q3 | 2025:Q4 | 2026:Q1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Line 1 | Shares at market value | LM653164205 | 19599.7 | 21684.7 | 23635.4 | 21684.7 | 21179.0 | 22685.8 | 23473.4 | 23635.4 | 23026.1 |
| Line 2 | Holdings at market value | LM653164205 | 19599.7 | 21684.7 | 23635.4 | 21684.7 | 21179.0 | 22685.8 | 23473.4 | 23635.4 | 23026.1 |
| Line 3 | Household sector | LM153064205 | 11084.3 | 12332.9 | 13696.4 | 12332.9 | 12071.6 | 13005.5 | 13610.9 | 13696.4 | 13369.3 |
| Line 4 | Nonfinancial corporate business | LM103064203 | 325.2 | 405.4 | 432.2 | 405.4 | 392.2 | 416.6 | 432.1 | 432.2 | 416.4 |
| Line 5 | State and local governments | LM213064203 | 63.1 | 65.8 | 69.6 | 65.8 | 66.6 | 68.5 | 70.3 | 69.6 | 69.6 |
| Line 6 | U.S.-chartered depository institutions | LM763064203 | 10.5 | 11.3 | 14.4 | 11.3 | 13.0 | 14.7 | 16.0 | 14.4 | 14.0 |
| Line 7 | Credit unions | LM473064205 | 4.0 | 3.5 | 4.1 | 3.5 | 3.4 | 3.6 | 3.8 | 4.1 | 4.1 |
| Line 8 | Property-casualty insurance companies | LM513064205 | 34.0 | 37.1 | 40.9 | 37.1 | 35.4 | 37.3 | 38.8 | 40.9 | 40.2 |
| Line 9 | Life insurance companies | LM543064205 | 1535.0 | 1603.9 | 1671.2 | 1603.9 | 1528.0 | 1622.8 | 1678.9 | 1671.2 | 1583.4 |
| Line 10 | Private pension funds | LM573064205 | 5088.3 | 5535.9 | 5710.2 | 5535.9 | 5383.0 | 5732.6 | 5715.1 | 5710.2 | 5531.5 |
| Line 11 | State and local govt. pension funds | LM223064205 | 233.5 | 224.6 | 279.3 | 224.6 | 220.3 | 264.1 | 272.5 | 279.3 | 275.1 |
| Line 12 | Rest of the world | LM263064203 | 1221.8 | 1464.3 | 1717.2 | 1464.3 | 1465.6 | 1520.1 | 1635.0 | 1717.2 | 1722.3 |
Note:
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: June 11, 2026