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 | 2024 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | LM653164205 | 22208.8 | 17333.4 | 19599.7 | 21684.7 | 20830.7 | 20994.6 | 22028.1 | 21684.7 | 21179.0 | 1 |
| Mutual funds; mutual fund shares; liability | LM653164205 | 22208.8 | 17333.4 | 19599.7 | 21684.7 | 20830.7 | 20994.6 | 22028.1 | 21684.7 | 21179.0 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | LM153064205 | 12928.0 | 9866.8 | 11150.3 | 12349.5 | 11955.0 | 11984.8 | 12593.0 | 12349.5 | 12060.6 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | LM103064203 | 414.9 | 318.9 | 325.2 | 404.5 | 355.8 | 370.4 | 400.4 | 404.5 | 407.8 | 4 |
| State and local governments; mutual fund shares; asset | LM213064203 | 58.3 | 58.4 | 65.1 | 70.5 | 66.1 | 67.9 | 71.7 | 70.5 | 72.0 | 5 |
| U.S.-chartered depository institutions; mutual fund shares; asset | LM763064203 | 14.9 | 10.1 | 10.5 | 11.3 | 10.6 | 14.6 | 10.4 | 11.3 | 13.0 | 6 |
| Credit unions; mutual fund shares; asset | LM473064205 | 7.1 | 4.2 | 4.0 | 3.5 | 3.8 | 3.9 | 3.4 | 3.5 | 3.3 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | LM513064205 | 36.2 | 30.8 | 34.0 | 37.1 | 35.9 | 35.3 | 37.2 | 37.1 | 35.4 | 8 |
| Life insurance companies; mutual fund shares; asset | LM543064205 | 1833.3 | 1414.4 | 1534.5 | 1603.9 | 1606.2 | 1595.8 | 1645.7 | 1603.9 | 1528.1 | 9 |
| Private pension funds; mutual fund shares; asset | LM573064205 | 5430.1 | 4355.8 | 5013.0 | 5503.4 | 5306.3 | 5347.9 | 5597.9 | 5503.4 | 5379.3 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | LM223064205 | 298.2 | 195.6 | 241.2 | 224.4 | 227.2 | 227.5 | 226.6 | 224.4 | 209.0 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | LM263064203 | 1187.8 | 1078.3 | 1221.8 | 1476.7 | 1264.0 | 1346.4 | 1441.9 | 1476.7 | 1470.4 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: June 12, 2025