Table Data - Corporate Equities And Mutual Fund Shares Held by the Top 0.1% (99.9th to 100th Wealth Percentiles)

Title Corporate Equities And Mutual Fund Shares Held by the Top 0.1% (99.9th to 100th Wealth Percentiles)
Series ID WFRBLTP1232
Source Board of Governors of the Federal Reserve System (US)
Release Distributional Financial Accounts (Not a Press Release)
Seasonal Adjustment Not Seasonally Adjusted
Frequency Quarterly
Units Millions of Dollars
Date Range 1989-07-01 to 2025-10-01
Last Updated 2026-06-02 4:32 PM CDT
Notes The Distributional Financial Accounts (DFAs) integrate two data products produced by the Federal Reserve Board: the Financial Accounts of the United States, which provide quarterly data on aggregate balance sheets of major sectors of the U.S. economy, and the Survey of Consumer Finances (SCF), which provides comprehensive triennial microdata on the assets and liabilities of a representative sample of U.S. households.
Information on the data collection process can be found at the Board of Governors."
DATE VALUE
1989-07-01 305340
1989-10-01 318828
1990-01-01 286986
1990-04-01 303669
1990-07-01 217487
1990-10-01 267979
1991-01-01 345614
1991-04-01 341274
1991-07-01 380113
1991-10-01 489087
1992-01-01 475363
1992-04-01 477586
1992-07-01 512047
1992-10-01 601236
1993-01-01 629328
1993-04-01 640544
1993-07-01 680474
1993-10-01 720583
1994-01-01 675736
1994-04-01 650242
1994-07-01 665072
1994-10-01 649457
1995-01-01 704574
1995-04-01 764722
1995-07-01 842688
1995-10-01 922683
1996-01-01 961548
1996-04-01 1006648
1996-07-01 1004796
1996-10-01 1062540
1997-01-01 1071446
1997-04-01 1280762
1997-07-01 1402893
1997-10-01 1433817
1998-01-01 1681139
1998-04-01 1716828
1998-07-01 1471319
1998-10-01 1760496
1999-01-01 1721916
1999-04-01 1851996
1999-07-01 1687500
1999-10-01 2063742
2000-01-01 2151748
2000-04-01 1975335
2000-07-01 1905838
2000-10-01 1567988
2001-01-01 1302974
2001-04-01 1417520
2001-07-01 1066883
2001-10-01 1288903
2002-01-01 1318153
2002-04-01 1158489
2002-07-01 874997
2002-10-01 968541
2003-01-01 910641
2003-04-01 1178389
2003-07-01 1296179
2003-10-01 1541570
2004-01-01 1678411
2004-04-01 1694308
2004-07-01 1709846
2004-10-01 1902568
2005-01-01 1913952
2005-04-01 1990975
2005-07-01 2132899
2005-10-01 2176576
2006-01-01 2550753
2006-04-01 2469781
2006-07-01 2580830
2006-10-01 2837387
2007-01-01 3014982
2007-04-01 3133489
2007-07-01 3172292
2007-10-01 2968987
2008-01-01 2679324
2008-04-01 2540302
2008-07-01 2134858
2008-10-01 1532298
2009-01-01 1296969
2009-04-01 1682563
2009-07-01 2079974
2009-10-01 2144370
2010-01-01 2288915
2010-04-01 2026122
2010-07-01 2332910
2010-10-01 2599603
2011-01-01 2835886
2011-04-01 2832749
2011-07-01 2320319
2011-10-01 2515357
2012-01-01 2912799
2012-04-01 2809270
2012-07-01 3024012
2012-10-01 3066350
2013-01-01 3518964
2013-04-01 3587098
2013-07-01 3817995
2013-10-01 4084743
2014-01-01 4328645
2014-04-01 4590139
2014-07-01 4498534
2014-10-01 4675587
2015-01-01 4785057
2015-04-01 4804126
2015-07-01 4380870
2015-10-01 4570113
2016-01-01 4648001
2016-04-01 4794635
2016-07-01 4956089
2016-10-01 4956051
2017-01-01 5220934
2017-04-01 5343564
2017-07-01 5484340
2017-10-01 5770566
2018-01-01 5690988
2018-04-01 5734135
2018-07-01 5964872
2018-10-01 4965058
2019-01-01 5829494
2019-04-01 5985360
2019-07-01 5871027
2019-10-01 6411436
2020-01-01 4662958
2020-04-01 5939841
2020-07-01 6618150
2020-10-01 7921069
2021-01-01 8695578
2021-04-01 9536672
2021-07-01 9678918
2021-10-01 10220381
2022-01-01 9687847
2022-04-01 7874143
2022-07-01 7444246
2022-10-01 7872520
2023-01-01 8412443
2023-04-01 8959439
2023-07-01 8601446
2023-10-01 9519763
2024-01-01 10435703
2024-04-01 10643805
2024-07-01 11448687
2024-10-01 11571386
2025-01-01 11151199
2025-04-01 12293248
2025-07-01 13611854
2025-10-01 14007688

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