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 2026-01-01 |
| Last Updated | 2026-06-11 9:15 PM CDT |
| 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 | 731406 |
| 1997-04-01 | 840270 |
| 1997-07-01 | 956037 |
| 1997-10-01 | 1059561 |
| 1998-01-01 | 1175979 |
| 1998-04-01 | 1181965 |
| 1998-07-01 | 934000 |
| 1998-10-01 | 1123092 |
| 1999-01-01 | 1140888 |
| 1999-04-01 | 1214976 |
| 1999-07-01 | 1031296 |
| 1999-10-01 | 1041543 |
| 2000-01-01 | 1041181 |
| 2000-04-01 | 1014912 |
| 2000-07-01 | 1218629 |
| 2000-10-01 | 1244904 |
| 2001-01-01 | 1226619 |
| 2001-04-01 | 1348231 |
| 2001-07-01 | 1190166 |
| 2001-10-01 | 1296226 |
| 2002-01-01 | 1363437 |
| 2002-04-01 | 1288034 |
| 2002-07-01 | 1076804 |
| 2002-10-01 | 1126543 |
| 2003-01-01 | 1073387 |
| 2003-04-01 | 1277814 |
| 2003-07-01 | 1322629 |
| 2003-10-01 | 1473273 |
| 2004-01-01 | 1512902 |
| 2004-04-01 | 1474193 |
| 2004-07-01 | 1491240 |
| 2004-10-01 | 1612089 |
| 2005-01-01 | 1498265 |
| 2005-04-01 | 1537872 |
| 2005-07-01 | 1505721 |
| 2005-10-01 | 1585906 |
| 2006-01-01 | 1631659 |
| 2006-04-01 | 1648581 |
| 2006-07-01 | 1744520 |
| 2006-10-01 | 1824805 |
| 2007-01-01 | 1744691 |
| 2007-04-01 | 1705276 |
| 2007-07-01 | 1633471 |
| 2007-10-01 | 1342754 |
| 2008-01-01 | 1219204 |
| 2008-04-01 | 944723 |
| 2008-07-01 | 1270793 |
| 2008-10-01 | 1070294 |
| 2009-01-01 | 889160 |
| 2009-04-01 | 1114715 |
| 2009-07-01 | 1442471 |
| 2009-10-01 | 1287087 |
| 2010-01-01 | 1460825 |
| 2010-04-01 | 1259634 |
| 2010-07-01 | 1261262 |
| 2010-10-01 | 1419141 |
| 2011-01-01 | 1433132 |
| 2011-04-01 | 1316948 |
| 2011-07-01 | 967621 |
| 2011-10-01 | 1051336 |
| 2012-01-01 | 1811315 |
| 2012-04-01 | 1667406 |
| 2012-07-01 | 1456890 |
| 2012-10-01 | 1516042 |
| 2013-01-01 | 1668024 |
| 2013-04-01 | 1804411 |
| 2013-07-01 | 1839134 |
| 2013-10-01 | 1994384 |
| 2014-01-01 | 2052023 |
| 2014-04-01 | 2050889 |
| 2014-07-01 | 2068684 |
| 2014-10-01 | 2165128 |
| 2015-01-01 | 2069413 |
| 2015-04-01 | 2206211 |
| 2015-07-01 | 1989026 |
| 2015-10-01 | 2053699 |
| 2016-01-01 | 1803479 |
| 2016-04-01 | 1795905 |
| 2016-07-01 | 1977771 |
| 2016-10-01 | 2473363 |
| 2017-01-01 | 2469270 |
| 2017-04-01 | 2443800 |
| 2017-07-01 | 2548899 |
| 2017-10-01 | 2724874 |
| 2018-01-01 | 2662608 |
| 2018-04-01 | 2599538 |
| 2018-07-01 | 2603922 |
| 2018-10-01 | 2142168 |
| 2019-01-01 | 2284407 |
| 2019-04-01 | 2405671 |
| 2019-07-01 | 2410742 |
| 2019-10-01 | 2679663 |
| 2020-01-01 | 1608122 |
| 2020-04-01 | 1800353 |
| 2020-07-01 | 1788000 |
| 2020-10-01 | 2390143 |
| 2021-01-01 | 2916780 |
| 2021-04-01 | 3087415 |
| 2021-07-01 | 3167431 |
| 2021-10-01 | 3152248 |
| 2022-01-01 | 2941683 |
| 2022-04-01 | 2415877 |
| 2022-07-01 | 2364973 |
| 2022-10-01 | 2584163 |
| 2023-01-01 | 2323421 |
| 2023-04-01 | 2359801 |
| 2023-07-01 | 2257589 |
| 2023-10-01 | 2710351 |
| 2024-01-01 | 2965672 |
| 2024-04-01 | 2986923 |
| 2024-07-01 | 3149221 |
| 2024-10-01 | 3501093 |
| 2025-01-01 | 3381874 |
| 2025-04-01 | 3856182 |
| 2025-07-01 | 4121733 |
| 2025-10-01 | 4337593 |
| 2026-01-01 | 3914326 |