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Home > Releases > Z.1 Financial Accounts of the United States > Households and Nonprofit Organizations; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset (IMA), Transactions

Households and Nonprofit Organizations; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset (IMA), Transactions (BOGZ1FA153081105A)

Observations

2025: 955,985
Updated: Jun 11, 2026 6:44 PM CDT
2025:  955,985  
2024:  1,099,578  
2023:  516,698  
2022:  211,595  
2021:  1,246,234  

Units:

Millions of U.S. Dollars,
Seasonally Adjusted Annual Rate

Frequency:

Annual,
End of Period

Fullscreen

Notes

Title Release Dates
Households and Nonprofit Organizations; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset (IMA), Flow 2020-03-12 2020-09-20
Households and Nonprofit Organizations; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset (IMA), Transactions 2020-09-21 2026-06-11
 
Source    
Board of Governors of the Federal Reserve System (US) 2020-03-12 2026-06-11
 
Release    
Z.1 Financial Accounts of the United States 2020-03-12 2026-06-11
 
Units    
Millions of Dollars 2020-03-12 2026-01-08
Millions of U.S. Dollars 2026-01-09 2026-06-11
 
Frequency    
Annual 2020-03-12 2026-01-08
Annual, End of Period 2026-01-09 2026-06-11
 
Seasonal Adjustment    
Seasonally Adjusted 2020-03-12 2020-09-20
Seasonally Adjusted Annual Rate 2020-09-21 2026-06-11
 
Notes    
Source ID: FA153081105.A

For more information about the Flow of Funds tables, see the Financial Accounts Guide (https://www.federalreserve.gov/apps/fof/Default.aspx).

With each quarterly release, the source may make major data and structural revisions to the series and tables. These changes are available in the Release Highlights (https://www.federalreserve.gov/apps/fof/FOFHighlight.aspx).

In the Financial Accounts, the source identifies each series by a string of patterned letters and numbers. For a detailed description, including how this series is constructed, see the series analyzer (https://www.federalreserve.gov/apps/fof/SeriesAnalyzer.aspx?s=FA153081105&t=) provided by the source.

2020-09-21 2025-09-10
Financial Accounts Guide (https://www.federalreserve.gov/apps/fof/Default.aspx).##With each quarterly release, the source may make major data and structural revisions to the series and tables. These changes are available in the Release Highlights (https://www.federalreserve.gov/apps/fof/FOFHighlight.aspx).##In the Financial Accounts, the source identifies each series by a string of patterned letters and numbers. For a detailed description, including how this series is constructed, see the series analyzer (https://www.federalreserve.gov/apps/fof/SeriesAnalyzer.aspx?s=FA153081105&t=) provided by the source.



 2025-09-11 2026-01-08
Financial Accounts Guide (https://www.federalreserve.gov/apps/fof/Default.aspx).
With each quarterly release, the source may make major data and structural revisions to the series and tables. These changes are available in the Release Highlights (https://www.federalreserve.gov/apps/fof/FOFHighlight.aspx).
In the Financial Accounts, the source identifies each series by a string of patterned letters and numbers. For a detailed description, including how this series is constructed, see the series analyzer (https://www.federalreserve.gov/apps/fof/SeriesAnalyzer.aspx?s=FA153081105&t=) provided by the source.

"

2026-01-09 2026-06-11

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Annual, Not Seasonally Adjusted Quarterly, Not Seasonally Adjusted Quarterly, Seasonally Adjusted Annual Rate

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Flow of Funds National Accounts

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Tags

Fund Shares Shares Mutual Funds Money Market Mutual Fund Nonprofit Organizations Integrated Macroeconomic Accounts Equity Transactions Investment Households Assets Z.1 US Financial Accounts Board of Governors Seasonally Adjusted Annual Nation Public Domain: Citation Requested United States of America