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 2022 2023 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 Line
Mutual funds; mutual fund shares; liability LM653164205 17333.4 19599.7 18166.2 18850.5 18106.6 19599.7 20830.7 20994.6 22027.8 1
Mutual funds; mutual fund shares; liability LM653164205 17333.4 19599.7 18166.2 18850.5 18106.6 19599.7 20830.7 20994.6 22027.8 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 9837.4 11115.7 10287.1 10736.5 10290.6 11115.7 11930.3 12018.5 12652.5 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 323.5 330.6 329.4 332.9 311.1 330.6 340.9 334.6 342.2 4
State and local governments; mutual fund shares; asset LM213064203 81.2 90.2 85.1 86.6 85.6 90.2 91.9 94.4 99.7 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 10.1 10.5 10.2 11.1 9.8 10.5 10.6 14.6 10.4 6
Credit unions; mutual fund shares; asset LM473064205 4.2 4 4 4 3.5 4 3.8 3.9 3.4 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 30.8 34 31.2 32.5 31 34 35.8 35.2 37 8
Life insurance companies; mutual fund shares; asset LM543064205 1413.5 1534 1461 1504.2 1424 1534 1605.6 1594.4 1634.4 9
Private pension funds; mutual fund shares; asset LM573064205 4355.8 5020.7 4589.1 4763.7 4593.8 5020.7 5326.6 5371.7 5628.9 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 195.4 240.3 259.7 237 221.6 240.3 220.3 221.8 221.9 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 1081.4 1219.8 1109.5 1142.2 1135.7 1219.8 1265.1 1305.5 1397.5 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: December 12, 2024