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 2024 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 Line
Mutual funds; mutual fund shares; liability LM653164205 17333.4 19599.7 21684.7 18106.6 19599.7 20830.7 20994.6 22028.1 21684.7 1
Mutual funds; mutual fund shares; liability LM653164205 17333.4 19599.7 21684.7 18106.6 19599.7 20830.7 20994.6 22028.1 21684.7 2
Households and nonprofit organizations; mutual fund shares; asset LM153064205 9839.3 11103.6 12399.1 10281.4 11103.6 11908.0 11964.5 12598.9 12399.1 3
Nonfinancial corporate business; mutual fund shares; asset LM103064203 323.5 330.6 326.4 311.1 330.6 340.9 334.6 342.2 326.4 4
State and local governments; mutual fund shares; asset LM213064203 79.3 86.3 92.4 82.3 86.3 87.6 89.5 94.0 92.4 5
U.S.-chartered depository institutions; mutual fund shares; asset LM763064203 10.1 10.5 11.3 9.8 10.5 10.6 14.6 10.4 11.3 6
Credit unions; mutual fund shares; asset LM473064205 4.2 4.0 3.5 3.5 4.0 3.8 3.9 3.4 3.5 7
Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset LM513064205 30.8 34.0 37.8 31.0 34.0 35.8 35.2 37.0 37.8 8
Life insurance companies; mutual fund shares; asset LM543064205 1413.5 1534.5 1595.7 1424.5 1534.5 1606.2 1595.9 1635.9 1595.7 9
Private pension funds; mutual fund shares; asset LM573064205 4355.8 5017.2 5516.6 4590.6 5017.2 5322.7 5364.6 5624.5 5516.6 10
State and local government employee retirement funds; mutual fund shares; asset LM223064205 195.4 240.3 213.5 221.6 240.3 228.0 228.6 227.7 213.5 11
Rest of the world; U.S. mutual fund shares; asset LM263064203 1081.4 1238.6 1488.5 1150.9 1238.6 1287.3 1363.4 1454.2 1488.5 12

NOTES

  1. Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: March 13, 2025