Table Data - Holding Companies; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset, Market Value Levels
| Title | Holding Companies; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset, Market Value Levels |
|---|---|
| Series ID | BOGZ1LM733181105Q |
| Source | Board of Governors of the Federal Reserve System (US) |
| Release | Z.1 Financial Accounts of the United States |
| Seasonal Adjustment | Not Seasonally Adjusted |
| Frequency | Quarterly, End of Period |
| Units | Millions of U.S. Dollars |
| Date Range | 1945-10-01 to 2025-07-01 |
| Last Updated | 2026-01-09 12:33 PM CST |
| Notes | For more information about the Flow of Funds tables, see the Financial Accounts Guide. |
| DATE | VALUE |
|---|---|
| 1945-10-01 | 2325 |
| 1946-01-01 | . |
| 1946-04-01 | . |
| 1946-07-01 | . |
| 1946-10-01 | 2616 |
| 1947-01-01 | . |
| 1947-04-01 | . |
| 1947-07-01 | . |
| 1947-10-01 | 2228 |
| 1948-01-01 | . |
| 1948-04-01 | . |
| 1948-07-01 | . |
| 1948-10-01 | 2009 |
| 1949-01-01 | . |
| 1949-04-01 | . |
| 1949-07-01 | . |
| 1949-10-01 | 1975 |
| 1950-01-01 | . |
| 1950-04-01 | . |
| 1950-07-01 | . |
| 1950-10-01 | 2053 |
| 1951-01-01 | . |
| 1951-04-01 | . |
| 1951-07-01 | . |
| 1951-10-01 | 2053 |
| 1952-01-01 | 1968 |
| 1952-04-01 | 1890 |
| 1952-07-01 | 2028 |
| 1952-10-01 | 2188 |
| 1953-01-01 | 2170 |
| 1953-04-01 | 2238 |
| 1953-07-01 | 2254 |
| 1953-10-01 | 2157 |
| 1954-01-01 | 2044 |
| 1954-04-01 | 2057 |
| 1954-07-01 | 2382 |
| 1954-10-01 | 2741 |
| 1955-01-01 | 2790 |
| 1955-04-01 | 2737 |
| 1955-07-01 | 2828 |
| 1955-10-01 | 2924 |
| 1956-01-01 | 2797 |
| 1956-04-01 | 2860 |
| 1956-07-01 | 2999 |
| 1956-10-01 | 3013 |
| 1957-01-01 | 2940 |
| 1957-04-01 | 2643 |
| 1957-07-01 | 2824 |
| 1957-10-01 | 2898 |
| 1958-01-01 | 2835 |
| 1958-04-01 | 4856 |
| 1958-07-01 | 5052 |
| 1958-10-01 | 4953 |
| 1959-01-01 | 5330 |
| 1959-04-01 | 5617 |
| 1959-07-01 | 6223 |
| 1959-10-01 | 6438 |
| 1960-01-01 | 6079 |
| 1960-04-01 | 6135 |
| 1960-07-01 | 5795 |
| 1960-10-01 | 7022 |
| 1961-01-01 | 6796 |
| 1961-04-01 | 6727 |
| 1961-07-01 | 6798 |
| 1961-10-01 | 8423 |
| 1962-01-01 | 7832 |
| 1962-04-01 | 6206 |
| 1962-07-01 | 5731 |
| 1962-10-01 | 8041 |
| 1963-01-01 | 8548 |
| 1963-04-01 | 9438 |
| 1963-07-01 | 10281 |
| 1963-10-01 | 9895 |
| 1964-01-01 | 10914 |
| 1964-04-01 | 11379 |
| 1964-07-01 | 11599 |
| 1964-10-01 | 11289 |
| 1965-01-01 | 19546 |
| 1965-04-01 | 18328 |
| 1965-07-01 | 19950 |
| 1965-10-01 | 19840 |
| 1966-01-01 | 18350 |
| 1966-04-01 | 18206 |
| 1966-07-01 | 15681 |
| 1966-10-01 | 19948 |
| 1967-01-01 | 20383 |
| 1967-04-01 | 18984 |
| 1967-07-01 | 20901 |
| 1967-10-01 | 19714 |
| 1968-01-01 | 21251 |
| 1968-04-01 | 24449 |
| 1968-07-01 | 25699 |
| 1968-10-01 | 29499 |
| 1969-01-01 | 31451 |
| 1969-04-01 | 35091 |
| 1969-07-01 | 34750 |
| 1969-10-01 | 35168 |
| 1970-01-01 | 38530 |
| 1970-04-01 | 33794 |
| 1970-07-01 | 34893 |
| 1970-10-01 | 34913 |
| 1971-01-01 | 38317 |
| 1971-04-01 | 33238 |
| 1971-07-01 | 32606 |
| 1971-10-01 | 36960 |
| 1972-01-01 | 41500 |
| 1972-04-01 | 40971 |
| 1972-07-01 | 46786 |
| 1972-10-01 | 54497 |
| 1973-01-01 | 49359 |
| 1973-04-01 | 45562 |
| 1973-07-01 | 52846 |
| 1973-10-01 | 48320 |
| 1974-01-01 | 48511 |
| 1974-04-01 | 33534 |
| 1974-07-01 | 25180 |
| 1974-10-01 | 26314 |
| 1975-01-01 | 31556 |
| 1975-04-01 | 36991 |
| 1975-07-01 | 28964 |
| 1975-10-01 | 29458 |
| 1976-01-01 | 36089 |
| 1976-04-01 | 37211 |
| 1976-07-01 | 34621 |
| 1976-10-01 | 37414 |
| 1977-01-01 | 34632 |
| 1977-04-01 | 34287 |
| 1977-07-01 | 33666 |
| 1977-10-01 | 34066 |
| 1978-01-01 | 34095 |
| 1978-04-01 | 36420 |
| 1978-07-01 | 40393 |
| 1978-10-01 | 37590 |
| 1979-01-01 | 38184 |
| 1979-04-01 | 40885 |
| 1979-07-01 | 42857 |
| 1979-10-01 | 38957 |
| 1980-01-01 | 32668 |
| 1980-04-01 | 40562 |
| 1980-07-01 | 39351 |
| 1980-10-01 | 40304 |
| 1981-01-01 | 43255 |
| 1981-04-01 | 49311 |
| 1981-07-01 | 43350 |
| 1981-10-01 | 46596 |
| 1982-01-01 | 44633 |
| 1982-04-01 | 39712 |
| 1982-07-01 | 42485 |
| 1982-10-01 | 47871 |
| 1983-01-01 | 53503 |
| 1983-04-01 | 57516 |
| 1983-07-01 | 57059 |
| 1983-10-01 | 64062 |
| 1984-01-01 | 55815 |
| 1984-04-01 | 49166 |
| 1984-07-01 | 58731 |
| 1984-10-01 | 62715 |
| 1985-01-01 | 70026 |
| 1985-04-01 | 82964 |
| 1985-07-01 | 74674 |
| 1985-10-01 | 93385 |
| 1986-01-01 | 114405 |
| 1986-04-01 | 116489 |
| 1986-07-01 | 104246 |
| 1986-10-01 | 121308 |
| 1987-01-01 | 134785 |
| 1987-04-01 | 132203 |
| 1987-07-01 | 128447 |
| 1987-10-01 | 101142 |
| 1988-01-01 | 110428 |
| 1988-04-01 | 125195 |
| 1988-07-01 | 132943 |
| 1988-10-01 | 129652 |
| 1989-01-01 | 140790 |
| 1989-04-01 | 159976 |
| 1989-07-01 | 171753 |
| 1989-10-01 | 149888 |
| 1990-01-01 | 137695 |
| 1990-04-01 | 134821 |
| 1990-07-01 | 96777 |
| 1990-10-01 | 103002 |
| 1991-01-01 | 131248 |
| 1991-04-01 | 147554 |
| 1991-07-01 | 170927 |
| 1991-10-01 | 185670 |
| 1992-01-01 | 213063 |
| 1992-04-01 | 231238 |
| 1992-07-01 | 232364 |
| 1992-10-01 | 278501 |
| 1993-01-01 | 308073 |
| 1993-04-01 | 296254 |
| 1993-07-01 | 316787 |
| 1993-10-01 | 314233 |
| 1994-01-01 | 312750 |
| 1994-04-01 | 326054 |
| 1994-07-01 | 315263 |
| 1994-10-01 | 308223 |
| 1995-01-01 | 346938 |
| 1995-04-01 | 392059 |
| 1995-07-01 | 443795 |
| 1995-10-01 | 474120 |
| 1996-01-01 | 520794 |
| 1996-04-01 | 521112 |
| 1996-07-01 | 572866 |
| 1996-10-01 | 700115 |
| 1997-01-01 | 731462 |
| 1997-04-01 | 840349 |
| 1997-07-01 | 956130 |
| 1997-10-01 | 1059669 |
| 1998-01-01 | 1176100 |
| 1998-04-01 | 1182071 |
| 1998-07-01 | 934073 |
| 1998-10-01 | 1123172 |
| 1999-01-01 | 1140973 |
| 1999-04-01 | 1215067 |
| 1999-07-01 | 1031355 |
| 1999-10-01 | 1041599 |
| 2000-01-01 | 1041240 |
| 2000-04-01 | 1014963 |
| 2000-07-01 | 1218697 |
| 2000-10-01 | 1244919 |
| 2001-01-01 | 1226612 |
| 2001-04-01 | 1348240 |
| 2001-07-01 | 1190170 |
| 2001-10-01 | 1296235 |
| 2002-01-01 | 1363446 |
| 2002-04-01 | 1288042 |
| 2002-07-01 | 1076813 |
| 2002-10-01 | 1126552 |
| 2003-01-01 | 1073403 |
| 2003-04-01 | 1277840 |
| 2003-07-01 | 1322661 |
| 2003-10-01 | 1473309 |
| 2004-01-01 | 1512949 |
| 2004-04-01 | 1474249 |
| 2004-07-01 | 1491302 |
| 2004-10-01 | 1612147 |
| 2005-01-01 | 1498337 |
| 2005-04-01 | 1537955 |
| 2005-07-01 | 1505818 |
| 2005-10-01 | 1585995 |
| 2006-01-01 | 1631790 |
| 2006-04-01 | 1648713 |
| 2006-07-01 | 1744660 |
| 2006-10-01 | 1824893 |
| 2007-01-01 | 1744747 |
| 2007-04-01 | 1705308 |
| 2007-07-01 | 1633501 |
| 2007-10-01 | 1342766 |
| 2008-01-01 | 1219203 |
| 2008-04-01 | 944714 |
| 2008-07-01 | 1270781 |
| 2008-10-01 | 1070264 |
| 2009-01-01 | 889149 |
| 2009-04-01 | 1114706 |
| 2009-07-01 | 1442455 |
| 2009-10-01 | 1287081 |
| 2010-01-01 | 1460794 |
| 2010-04-01 | 1259600 |
| 2010-07-01 | 1261224 |
| 2010-10-01 | 1419104 |
| 2011-01-01 | 1433089 |
| 2011-04-01 | 1316901 |
| 2011-07-01 | 967584 |
| 2011-10-01 | 1051301 |
| 2012-01-01 | 1811544 |
| 2012-04-01 | 1667642 |
| 2012-07-01 | 1456864 |
| 2012-10-01 | 1516012 |
| 2013-01-01 | 1667941 |
| 2013-04-01 | 1804318 |
| 2013-07-01 | 1839038 |
| 2013-10-01 | 1994293 |
| 2014-01-01 | 2051895 |
| 2014-04-01 | 2050765 |
| 2014-07-01 | 2068556 |
| 2014-10-01 | 2165024 |
| 2015-01-01 | 2069114 |
| 2015-04-01 | 2205861 |
| 2015-07-01 | 1988679 |
| 2015-10-01 | 2053340 |
| 2016-01-01 | 1803144 |
| 2016-04-01 | 1795592 |
| 2016-07-01 | 1977340 |
| 2016-10-01 | 2472946 |
| 2017-01-01 | 2468858 |
| 2017-04-01 | 2443407 |
| 2017-07-01 | 2548733 |
| 2017-10-01 | 2724706 |
| 2018-01-01 | 2662423 |
| 2018-04-01 | 2599380 |
| 2018-07-01 | 2603770 |
| 2018-10-01 | 2142054 |
| 2019-01-01 | 2284294 |
| 2019-04-01 | 2405570 |
| 2019-07-01 | 2410622 |
| 2019-10-01 | 2679554 |
| 2020-01-01 | 1608043 |
| 2020-04-01 | 1800319 |
| 2020-07-01 | 1787914 |
| 2020-10-01 | 2390030 |
| 2021-01-01 | 2916648 |
| 2021-04-01 | 3087306 |
| 2021-07-01 | 3167316 |
| 2021-10-01 | 3152139 |
| 2022-01-01 | 2941555 |
| 2022-04-01 | 2415781 |
| 2022-07-01 | 2364879 |
| 2022-10-01 | 2584069 |
| 2023-01-01 | 2323328 |
| 2023-04-01 | 2359714 |
| 2023-07-01 | 2257527 |
| 2023-10-01 | 2710279 |
| 2024-01-01 | 2965579 |
| 2024-04-01 | 2986807 |
| 2024-07-01 | 3149050 |
| 2024-10-01 | 3500890 |
| 2025-01-01 | 3373237 |
| 2025-04-01 | 3847439 |
| 2025-07-01 | 4123311 |