L.226 Mutual fund shares1

Billions of dollars; amounts outstanding end of period, not seasonally adjusted

Line Description Series 2023 2024 2025 2024:Q3 2024:Q4 2025:Q1 2025:Q2 2025:Q3 2025:Q4
Line 1 Shares at market value LM653164205 -- -- -- -- -- -- -- -- --
Line 2 Holdings at market value LM653164205 -- -- -- -- -- -- -- -- --
Line 3 Household sector LM153064205 -- -- -- -- -- -- -- -- --
Line 4 Nonfinancial corporate business LM103064203 -- -- -- -- -- -- -- -- --
Line 5 State and local governments LM213064203 -- -- -- -- -- -- -- -- --
Line 6 U.S.-chartered depository institutions LM763064203 -- -- -- -- -- -- -- -- --
Line 7 Credit unions LM473064205 -- -- -- -- -- -- -- -- --
Line 8 Property-casualty insurance companies LM513064205 -- -- -- -- -- -- -- -- --
Line 9 Life insurance companies LM543064205 -- -- -- -- -- -- -- -- --
Line 10 Private pension funds LM573064205 -- -- -- -- -- -- -- -- --
Line 11 State and local govt. pension funds LM223064205 -- -- -- -- -- -- -- -- --
Line 12 Rest of the world LM263064203 -- -- -- -- -- -- -- -- --

Note:

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.

Last Update: March 9, 2026