Financial Accounts of the United States - Z.1
L.223 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted| Description | Series code | 2015 | 2016 | 2016 Q1 | 2016 Q2 | 2016 Q3 | 2016 Q4 | 2017 Q1 | 2017 Q2 | 2017 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 35591 | 38588.7 | 35429 | 36047.9 | 37615.4 | 38588.7 | 40741.5 | 41970.5 | 43695.5 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 28834.8 | 31591.7 | 28763.7 | 29324.4 | 30470.5 | 31591.7 | 33172.9 | 33895.3 | 35125.3 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 21525.7 | 23240.2 | 21640.3 | 21990.7 | 22764.9 | 23240.2 | 24451.2 | 24848.8 | 25784 | 3 |
| Nonfinancial corporate business; public corporate equities less intercompany holdings; liability (2) | LM103164115 | 17657.4 | 18750.6 | 17654.4 | 17950.2 | 18483.1 | 18750.6 | 19827.3 | 20262 | 20952.5 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 3868.3 | 4489.6 | 3985.9 | 4040.5 | 4281.8 | 4489.6 | 4623.9 | 4586.8 | 4831.5 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 7309.2 | 8351.5 | 7123.4 | 7333.7 | 7705.6 | 8351.5 | 8721.7 | 9046.5 | 9341.3 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 6888.7 | 7863.4 | 6690.2 | 6894.5 | 7240.2 | 7863.4 | 8219.1 | 8547.9 | 8816.2 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 420.5 | 488 | 433.3 | 439.2 | 465.4 | 488 | 502.6 | 498.6 | 525.2 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164103 | 6756.2 | 6997 | 6665.3 | 6723.6 | 7144.8 | 6997 | 7568.6 | 8075.2 | 8570.2 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 35591 | 38588.7 | 35429 | 36047.9 | 37615.4 | 38588.7 | 40741.5 | 41970.5 | 43695.5 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 13840.2 | 15374.1 | 13859.1 | 14219 | 14823.7 | 15374.1 | 16148.8 | 16601 | 17282.7 | 11 |
| Federal government; corporate equities; asset | LM313064105 | 33.4 | 33.3 | 33.4 | 33.4 | 33.4 | 33.3 | 33.3 | 33.2 | 33.2 | 12 |
| State and local governments, excluding employee retirement funds; corporate equities; asset | LM213064103 | 176.4 | 190.6 | 177.3 | 180.1 | 185.8 | 190.6 | 196.5 | 198.9 | 204.6 | 13 |
| Monetary authority; corporate equities; asset | FL713064103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14 |
| U.S.-chartered depository institutions; corporate equities; asset | LM763064105 | 100 | 106.5 | 93.6 | 97.2 | 100.8 | 106.5 | 112 | 116 | 122.7 | 15 |
| Foreign banking offices in the U.S.; corporate equities; asset | FL753064103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 16 |
| Property-casualty insurance companies; corporate equities; asset | LM513064105 | 323 | 342 | 319.7 | 318.2 | 318.3 | 342 | 351.3 | 356.8 | 370 | 17 |
| Life insurance companies; corporate equities; asset | LM543064105 | 336.9 | 460.3 | 361.9 | 392.5 | 430.6 | 460.3 | 472.3 | 482.5 | 496.2 | 18 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2197.3 | 2354 | 2188.1 | 2228.7 | 2305 | 2354 | 2436.1 | 2481.5 | 2552.7 | 19 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 240.3 | 260.8 | 238.1 | 240.8 | 250.5 | 260.8 | 277.2 | 288.2 | 300 | 20 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2241 | 2316.3 | 2244.4 | 2247.3 | 2309.5 | 2316.3 | 2405.2 | 2473.5 | 2548.4 | 21 |
| Mutual funds; corporate equities; asset | LM653064100 | 8625.3 | 9069.9 | 8555.7 | 8649.3 | 9007.5 | 9069.9 | 9604.9 | 9923.3 | 10322.1 | 22 |
| Closed-end funds; corporate equities; asset | LM553064103 | 99.7 | 101.7 | 97.7 | 101.7 | 103.5 | 101.7 | 105.4 | 105.9 | 108.4 | 23 |
| Exchange-traded funds; corporate equities; asset | LM563064103 | 1709.7 | 2032.7 | 1710 | 1749.5 | 1881 | 2032.7 | 2241.1 | 2374.4 | 2531.1 | 24 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 166.8 | 176.1 | 136.8 | 141.4 | 158 | 176.1 | 169 | 187.7 | 198.5 | 25 |
| Funding corporations; corporate equities; asset | FL503064105 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 5500.9 | 5770.3 | 5413.3 | 5449 | 5707.7 | 5770.3 | 6188.3 | 6347.4 | 6624.8 | 27 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 24546.1 | 26614 | 24344.5 | 24844.7 | 25723.3 | 26614 | 28046.4 | 28809.9 | 29768.7 | 28 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 4288.8 | 4977.6 | 4419.2 | 4479.7 | 4747.2 | 4977.6 | 5126.5 | 5085.4 | 5356.6 | 29 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 2655.3 | 3172.5 | 2604.2 | 2692.8 | 2925.9 | 3172.5 | 3239.8 | 3308.6 | 3485.1 | 30 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1633.5 | 1805.2 | 1815 | 1786.9 | 1821.4 | 1805.2 | 1886.8 | 1776.8 | 1871.6 | 31 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | -1.5 | 10.3 | 0.4 | 2.1 | 3.9 | 3.6 | 5.3 | 2.5 | 4.1 | 32 |
NOTES
- Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table L.224.
- Excludes intercorporate holdings.
- 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 4 and 7.
- Equal to the sum of lines 5 and 8.
Last Update: December 7, 2017