Financial Accounts of the United States - Z.1

L.226 Mutual Fund Shares (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2021 2022 2023 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 Line
Mutual funds; mutual fund shares; liability LM653164205 22208.8 17333.4 19599.7 16617.1 17333.4 18166.2 18850.5 18106.6 19599.7 1
Mutual funds; mutual fund shares; liability LM653164205 22208.8 17333.4 19599.7 16617.1 17333.4 18166.2 18850.5 18106.6 19599.7 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 12829.6 9759.4 11005.1 9351.7 9759.4 10189.5 10615.6 10163.8 11005.1 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 444.4 358.5 407.2 339.7 358.5 375.3 389.8 375.2 407.2 4
State and local governments; mutual fund shares; asset LM213064203 128 105.6 122.6 99.5 105.6 111.2 116.1 112.4 122.6 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 14.9 10.1 10.5 12.4 10.1 10.2 11.1 9.8 10.5 6
Credit unions; mutual fund shares; asset LM473064205 7.1 4.2 4.1 4.3 4.2 4 4 3.5 4.1 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 36.2 30.8 34.3 28.3 30.8 31.2 32.5 31 34.3 8
Life insurance companies; mutual fund shares; asset LM543064205 1832.3 1413.5 1535.3 1347.2 1413.5 1460.7 1504 1423.9 1535.3 9
Private pension funds; mutual fund shares; asset LM573064205 5430.1 4385 5038.1 4152.3 4385 4622.7 4804.6 4632.1 5038.1 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 298.3 207.6 241.8 237.2 207.6 275.3 253 230.3 241.8 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 1187.9 1058.6 1200.7 1044.5 1058.6 1086.3 1120 1124.6 1200.7 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 7, 2024