L.224 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Description Series code 2022 2023 2024 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2 2025 Q3 Line
All sectors; corporate equities; asset LM893064105 65308.6 78220.9 93815.2 86971.8 92384.3 93815.2 90470.6 99893.1 108454.6 1
Nonfinancial corporate business; corporate equities; liability LM103164105 42065.0 51743.0 62728.7 58179.6 61374.7 62728.7 58806.5 65483.8 71631.3 2
Nonfinancial corporate business; public corporate equities; liability (includes closely held before 1996q4) LM103164115 34091.7 42480.1 51870.3 48005.4 50653.5 51870.3 48626.0 54309.0 58918.7 3
Nonfinancial corporate business; closely held corporate equities; liability LM103164125 7973.3 9262.9 10858.3 10174.2 10721.3 10858.3 10180.5 11174.8 12712.6 4
Domestic financial sectors; corporate equities; liability LM793164105 13111.5 15210.8 19090.2 16913.7 18393.5 19090.2 19248.8 20740.1 22306.8 5
U.S.-chartered depository institutions; corporate equities; liability LM763164105 124.1 98.7 105.8 91.9 98.9 105.8 96.6 98.2 115.0 6
U.S.-chartered depository institutions; public corporate equities; liability (2) LM763164113 114.9 91.5 97.6 85.2 91.3 97.6 89.4 91.0 106.2 7
U.S.-chartered depository institutions; closely held corporate equities; liability LM763164123 9.3 7.3 8.2 6.7 7.6 8.2 7.2 7.2 8.9 8
Property-casualty insurance companies; corporate equities; liability LM513164105 1029.9 1153.4 1462.4 1310.5 1483.3 1462.4 1687.4 1580.4 1607.4 9
Property-casualty insurance companies; public corporate equities; liability LM513164113 1021.2 1144.7 1450.8 1300.1 1472.1 1450.8 1676.1 1566.5 1591.4 10
Property-casualty insurance companies; closely held corporate equities; liability LM513164123 8.7 8.8 11.5 10.3 11.2 11.5 11.3 13.9 16.0 11
Life insurance companies, general accounts; corporate equities; liability LM543164175 247.0 255.0 288.7 265.8 295.5 288.7 290.5 288.0 299.5 12
Life insurance companies, general accounts; public corporate equities; liability LM543164113 241.0 248.6 280.3 258.5 287.5 280.3 283.6 279.1 289.0 13
Life insurance companies, general accounts; closely held corporate equities; liability LM543164123 5.9 6.4 8.4 7.2 7.9 8.4 6.9 8.9 10.5 14
Closed-end funds; total financial assets LM554090005 247.9 250.3 251.1 252.9 260.6 251.1 248.5 251.9 257.6 15
Exchange-traded funds; total financial assets LM564090005 6476.9 8085.7 10305.4 9143.1 9968.6 10305.4 10369.1 11492.1 12635.1 16
Government-sponsored enterprises; corporate equities; liability (2) LM403164105 229.3 258.9 325.3 292.1 309.8 325.3 342.0 360.2 378.1 17
Mortgage real estate investment trusts; corporate equities; liability LM643164105 60.4 66.2 64.5 63.2 70.4 64.5 68.7 66.9 72.1 18
Mortgage real estate investment trusts; public corporate equities; liability LM643164113 56.8 62.2 60.4 59.1 65.8 60.4 64.5 62.8 67.2 19
Mortgage real estate investment trusts; closely held corporate equities; liability LM643164123 3.6 4.1 4.1 4.1 4.6 4.1 4.2 4.1 4.9 20
Security brokers and dealers; corporate equities; liability LM663164105 94.9 108.5 172.1 130.8 141.4 172.1 165.6 228.1 273.2 21
Security brokers and dealers; public corporate equities; liability LM663164113 92.0 105.3 165.7 126.3 136.7 165.7 159.6 219.2 261.0 22
Security brokers and dealers; closely held corporate equities; liability LM663164123 2.9 3.2 6.4 4.5 4.8 6.4 6.0 8.9 12.2 23
Holding companies; corporate equities; liability LM733164105 2488.6 2626.6 3410.0 2894.5 3053.6 3410.0 3279.8 3754.1 4025.1 24
Holding companies; public corporate equities; liability (2) LM733164113 2379.3 2508.9 3254.4 2762.4 2915.2 3254.4 3137.3 3593.1 3837.4 25
Holding companies; closely held corporate equities; liability LM733164123 109.2 117.6 155.6 132.1 138.4 155.6 142.5 161.0 187.7 26
Other financial business; corporate equities; liability LM503164105 2112.6 2307.5 2704.9 2468.9 2711.5 2704.9 2700.5 2620.3 2643.6 27
Other financial business; public corporate equities; liability (2) LM503164115 2023.2 2204.6 2581.1 2354.5 2594.4 2581.1 2580.8 2493.1 2503.3 28
Other financial business; closely held corporate equities; liability LM503164125 89.3 102.9 123.8 114.4 117.0 123.8 119.7 127.2 140.3 29
Rest of the world; foreign corporate equities including foreign investment fund shares; liability (3) LM263164100 10132.0 11267.0 11996.3 11878.5 12616.0 11996.3 12415.3 13669.1 14516.5 30
All sectors; corporate equities; asset LM893064105 65308.6 78220.9 93815.2 86971.8 92384.3 93815.2 90470.6 99893.1 108454.6 31
Households and nonprofit organizations; corporate equities; asset LM153064105 26892.5 32241.9 38996.7 35820.6 38334.8 38996.7 37705.7 41549.0 46000.7 32
Nonfinancial corporate business; corporate equities; asset LM103064103 2397.6 2913.8 3249.9 3179.1 3269.5 3249.9 3064.2 3346.4 3563.3 33
Federal government; corporate equities; asset LM313064105 227.6 255.2 317.5 287.8 305.8 317.5 329.7 342.4 371.9 34
State and local governments; corporate equities; asset LM213064103 121.0 130.7 136.3 133.8 139.8 136.3 138.3 142.3 146.2 35
Monetary authority; corporate equities; asset FL713064103 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 36
U.S.-chartered depository institutions; corporate equities, excluding Federal Reserve stock and equity in GSEs; asset LM763064103 51.4 59.7 79.8 75.0 82.0 79.8 81.2 85.0 91.1 37
Foreign banking offices in the U.S.; corporate equities; asset FL753064103 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 38
Property-casualty insurance companies; corporate equities, including those held by U.S. residual market reinsurers; asset LM513064105 532.9 596.3 545.9 550.2 545.1 545.9 538.9 577.9 595.2 39
Life insurance companies; corporate equities; asset LM543064105 658.5 695.9 800.5 765.0 806.1 800.5 783.7 831.2 859.8 40
Private pension funds, including 403(b) plans; corporate equities; asset LM573064105 3177.5 3689.1 4448.8 4121.6 4355.7 4448.8 4211.1 4678.5 5290.5 41
Federal government retirement funds; corporate equities; asset LM343064105 418.7 534.5 650.5 601.7 635.5 650.5 599.1 663.7 718.2 42
State and local government employee defined benefit retirement funds; corporate equities; asset LM223064145 2957.4 3157.2 3381.4 3324.3 3434.6 3381.4 3275.6 3502.2 3703.5 43
Mutual funds; corporate equities; asset LM653064100 11867.0 13882.1 15716.1 15149.6 15905.7 15716.1 15061.8 16513.0 17029.5 44
Closed-end funds; corporate equities; asset LM553064103 98.5 99.8 104.1 102.8 107.8 104.1 102.7 107.1 111.9 45
Exchange-traded funds; corporate equities; asset LM563064100 5059.1 6433.3 8352.7 7380.7 8030.5 8352.7 8249.0 9262.2 10211.0 46
Security brokers and dealers; corporate equities (net); asset LM663064105 47.6 116.1 143.2 131.3 156.4 143.2 148.7 182.0 169.3 47
Other financial business; corporate equities; asset FL503064105 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 48
Rest of the world; U.S. corporate equities; asset (4) LM263064105 10801.2 13415.2 16891.6 15348.0 16275.0 16891.6 16180.9 18110.3 19592.3 49
All domestic sectors; public corporate equities; liability (5) LM883164115 46974.4 57440.7 70642.5 64639.8 68755.4 70642.5 67577.1 74718.0 80845.1 50
All domestic sectors; closely held corporate equities; liability (6) LM883164123 8202.2 9513.2 11176.4 10453.5 11012.8 11176.4 10478.2 11506.0 13093.1 51
All domestic sectors; closely held S corporation corporate equities; liability LM883164133 6253.8 7380.2 8760.7 8104.7 8555.6 8760.7 8064.7 8896.7 10170.2 52
All domestic sectors; closely held C corporation corporate equities; liability LM883164135 1948.4 2133.0 2415.7 2348.7 2457.2 2415.7 2413.6 2609.2 2922.9 53
Interest rates and price indexes; Dow Jones U.S. Total Market Index PC073164013 -20.80 24.06 22.21 2.89 5.81 2.37 -5.18 10.72 7.89 54

NOTES

  1. Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table L.226.
  2. Includes corporate equities issued by financial corporations under the federal financial stabilization programs.
  3. Holdings of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
  4. Holdings of U.S. issues by foreign residents.
  5. Equal to the sum of lines 3, 7, 10, 13, 15, 16, 17, 19, 22, 25, and 28.
  6. Equal to the sum of lines 4, 8, 11, 14, 20, 23, 26, and 29.
Last Update: January 9, 2026