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 | 2019 | 2020 | 2021 | 2020 Q3 | 2020 Q4 | 2021 Q1 | 2021 Q2 | 2021 Q3 | 2021 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 54644.0 | 65384.2 | 80184.4 | 56621.4 | 65384.2 | 70204.2 | 75785.8 | 75474.7 | 80184.4 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 45166.0 | 54848.3 | 68188.9 | 47478.8 | 54848.3 | 59160.9 | 63992.4 | 63694.4 | 68188.9 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 33680.5 | 42438.6 | 51949.0 | 36930.1 | 42438.6 | 45343.4 | 48791.6 | 48368.3 | 51949.0 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) | LM103164113 | 27633.9 | 35190.1 | 43098.3 | 30773.8 | 35190.1 | 37141.4 | 40271.9 | 40118.0 | 43098.3 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 6046.6 | 7248.5 | 8850.6 | 6156.4 | 7248.5 | 8201.9 | 8519.7 | 8250.3 | 8850.6 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 11485.5 | 12409.8 | 16239.9 | 10548.6 | 12409.8 | 13817.5 | 15200.7 | 15326.1 | 16239.9 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 10836.4 | 11748.1 | 15463.4 | 9935.6 | 11748.1 | 13069.3 | 14424.1 | 14574.5 | 15463.4 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 649.1 | 661.6 | 776.6 | 613.0 | 661.6 | 748.2 | 776.7 | 751.6 | 776.6 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164100 | 9478.0 | 10535.9 | 11995.5 | 9142.7 | 10535.9 | 11043.2 | 11793.4 | 11780.3 | 11995.5 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 54644.0 | 65384.2 | 80184.4 | 56621.4 | 65384.2 | 70204.2 | 75785.8 | 75474.7 | 80184.4 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 21051.8 | 26106.9 | 32502.6 | 22244.0 | 26106.9 | 28555.9 | 30928.6 | 30871.5 | 32502.6 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 2317.7 | 2543.3 | 3077.0 | 2312.8 | 2543.3 | 2656.0 | 2839.0 | 2811.6 | 3077.0 | 12 |
| Federal government; corporate equities; asset | LM313064105 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 13 |
| State and local governments; corporate equities; asset | LM213064103 | 214.1 | 250.0 | 306.4 | 219.5 | 250.0 | 264.4 | 284.5 | 282.4 | 306.4 | 14 |
| Monetary authority; corporate equities; asset | FL713064103 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 15 |
| U.S.-chartered depository institutions; corporate equities; asset | LM763064105 | 147.7 | 160.1 | 201.0 | 133.0 | 160.1 | 176.5 | 191.1 | 184.6 | 201.0 | 16 |
| Foreign banking offices in the U.S.; corporate equities; asset | FL753064103 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 17 |
| Property-casualty insurance companies; corporate equities, including those held by U.S. residual market reinsurers; asset | LM513064105 | 493.9 | 518.6 | 643.5 | 461.9 | 518.6 | 547.0 | 586.4 | 591.3 | 643.5 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 645.4 | 730.6 | 838.8 | 659.4 | 730.6 | 751.4 | 775.6 | 773.4 | 838.8 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2961.8 | 3381.8 | 4120.3 | 2982.5 | 3381.8 | 3585.6 | 3846.1 | 3804.5 | 4120.3 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 370.7 | 418.4 | 520.9 | 366.0 | 418.4 | 448.9 | 487.0 | 481.3 | 520.9 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2523.5 | 2843.5 | 3207.1 | 2526.6 | 2843.5 | 2957.5 | 3133.3 | 3077.9 | 3207.1 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 11934.5 | 13391.1 | 15436.7 | 11843.4 | 13391.1 | 13977.9 | 14919.4 | 14716.4 | 15436.7 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 107.2 | 105.9 | 122.9 | 95.7 | 105.9 | 115.0 | 121.2 | 121.5 | 122.9 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 3476.3 | 4228.5 | 5803.3 | 3563.0 | 4228.5 | 4692.9 | 5185.2 | 5235.2 | 5803.3 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 167.0 | 214.3 | 226.3 | 205.4 | 214.3 | 265.9 | 259.1 | 231.9 | 226.3 | 26 |
| Other financial business; corporate equities; asset | FL503064105 | 0.0 | 8.8 | 0.0 | 8.6 | 8.8 | 8.5 | 1.1 | 0.0 | 0.0 | 27 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 8199.2 | 10449.2 | 13144.5 | 8966.5 | 10449.2 | 11167.6 | 12195.0 | 12257.9 | 13144.5 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 38470.3 | 46938.2 | 58561.7 | 40709.4 | 46938.2 | 50210.8 | 54696.0 | 54692.5 | 58561.7 | 29 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 6695.7 | 7910.1 | 9627.2 | 6769.4 | 7910.1 | 8950.2 | 9296.4 | 9001.9 | 9627.2 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 4822.2 | 5791.2 | 7119.5 | 4919.0 | 5791.2 | 6639.7 | 7045.1 | 6854.0 | 7119.5 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1873.5 | 2118.9 | 2507.8 | 1850.5 | 2118.9 | 2310.4 | 2251.3 | 2147.9 | 2507.8 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 28.42 | 18.72 | 24.01 | 8.64 | 14.32 | 6.08 | 7.94 | -0.44 | 8.79 | 33 |
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: March 10, 2022