Financial Accounts of the United States - Z.1
F.226 Mutual Fund Shares (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates| Description | Series code | 2022 | 2023 | 2024 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual funds; mutual fund shares; liability | FA653164205 | -800.5 | -309.7 | -168.1 | 72.3 | -357.7 | -249.4 | -137.7 | -479.8 | -617.2 | 1 |
| Mutual funds; mutual fund shares; liability | FA653164205 | -800.5 | -309.7 | -168.1 | 72.3 | -357.7 | -249.4 | -137.7 | -479.8 | -617.2 | 2 |
| Households and nonprofit organizations; mutual fund shares; asset | FA153064205 | -697.2 | -217.0 | -87.8 | 532.3 | -492.9 | -135.5 | -255.2 | -386.9 | -319.6 | 3 |
| Nonfinancial corporate business; mutual fund shares; asset | FA103064203 | -19.9 | -41.1 | 41.9 | 41.9 | 41.9 | 41.9 | 41.9 | 41.9 | 41.9 | 4 |
| State and local governments; mutual fund shares; asset | FA213064203 | 10.6 | -2.6 | -2.4 | -12.8 | 3.6 | 0.3 | -0.9 | 11.1 | -12.3 | 5 |
| U.S.-chartered depository institutions; mutual fund shares; asset | FA763064203 | -2.3 | -1.0 | -0.6 | -2.2 | 15.8 | -19.9 | 4.0 | 7.7 | 2.8 | 6 |
| Credit unions; mutual fund shares; asset | FA473064205 | -1.4 | -0.8 | -0.9 | -1.8 | 0.3 | -2.6 | 0.3 | -0.1 | 0.1 | 7 |
| Property-casualty insurance companies; mutual fund shares, including those held by U.S. residual market reinsurers; asset | FA513064205 | 0.6 | -1.3 | -0.8 | -0.9 | -4.0 | 0.1 | 1.8 | -4.3 | -3.4 | 8 |
| Life insurance companies; mutual fund shares; asset | FA543064205 | -86.7 | -110.6 | -128.6 | -134.0 | -141.5 | -145.3 | -93.5 | -166.1 | -143.2 | 9 |
| Private pension funds; mutual fund shares; asset | FA573064205 | -74.5 | 61.0 | -49.6 | -45.6 | -34.1 | -55.6 | -63.1 | -82.3 | -48.7 | 10 |
| State and local government employee retirement funds; mutual fund shares; asset | FA223064205 | -47.2 | 21.9 | -34.0 | -111.9 | -6.5 | -34.5 | 17.1 | 3.4 | -4.6 | 11 |
| Rest of the world; U.S. mutual fund shares; asset | FA263064203 | 117.4 | -18.2 | 94.6 | -192.7 | 259.7 | 101.6 | 209.8 | 95.9 | -130.0 | 12 |
NOTES
- Shares of open-end investment companies; excludes shares of money market funds and exchange-traded funds.
Last Update: September 11, 2025