Data / Mutual fund shares held by U.S. households and nonprofits / United States

Mutual fund shares held by U.S. households and nonprofits in United States

Mutual fund shares held by U.S. households and nonprofits in the United States was $14.41 trillion in Q2 2026, according to the Board of Governors of the Federal Reserve System. That is up 12.6% from Q2 2025.

Q2 2026, USD million14,412,656
Change on Q2 2025+12.6%
Series high14,412,656Q2 2026
Series low1,245Q4 1945

Next release: Friday, 11 December 2026, estimated by Invokely from past publication dates (low confidence), not announced by the publisher. Release calendar

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Mutual fund shares held by U.S. households and nonprofits in United States, Q4 1945 to Q2 2026

05M10M15M1945-Q41961-Q21972-Q21983-Q21994-Q22005-Q22016-Q22026-Q22026-Q2: 14,412,656 USD million05M10M15M1945-Q41975-Q42001-Q22026-Q22026-Q2: 14,412,656 USD million
USD million. Source: Federal Reserve Board, Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q). Retrieved 2026-10-12, published 2026-09-11.
All 305 values
PeriodUSD million
2026-Q214,412,656
2026-Q113,099,186
2025-Q413,410,400
2025-Q313,367,932
2025-Q212,798,451
2025-Q111,906,547
2024-Q412,187,350
2024-Q312,442,058
2024-Q211,877,542
2024-Q111,869,121
2023-Q411,074,689
2023-Q310,246,203
2023-Q210,698,326
2023-Q110,302,162
2022-Q49,854,087
2022-Q39,451,692
2022-Q210,141,306
2022-Q111,974,061
2021-Q412,914,010
2021-Q312,212,939
2021-Q212,210,499
2021-Q111,555,904
2020-Q411,036,593
2020-Q39,993,332
2020-Q29,413,592
2020-Q18,139,354
2019-Q410,041,768
2019-Q39,410,078
2019-Q29,449,730
2019-Q19,045,723
2018-Q48,035,065
2018-Q39,173,427
2018-Q28,840,332
2018-Q18,735,399
2017-Q48,693,299
2017-Q38,372,423
2017-Q28,010,195
2017-Q17,761,780
2016-Q47,333,875
2016-Q37,382,955
2016-Q27,130,173
2016-Q16,985,261
2015-Q46,974,452
2015-Q36,807,249
2015-Q27,314,151
2015-Q17,294,150
2014-Q47,116,488
2014-Q37,025,253
2014-Q27,123,214
2014-Q16,844,587
2013-Q46,644,513
2013-Q36,288,440
2013-Q25,999,815
2013-Q16,031,152
2012-Q45,581,922
2012-Q35,496,827
2012-Q25,187,022
2012-Q15,284,011
2011-Q44,709,266
2011-Q34,501,180
2011-Q25,049,500
2011-Q14,982,987
2010-Q44,728,805
2010-Q34,457,087
2010-Q24,032,019
2010-Q14,300,184
2009-Q44,041,869
2009-Q33,819,066
2009-Q23,244,549
2009-Q12,713,105
2008-Q42,904,279
2008-Q33,734,953
2008-Q24,285,596
2008-Q14,233,494
2007-Q44,540,963
2007-Q34,599,496
2007-Q24,482,946
2007-Q14,207,714
2006-Q44,016,444
2006-Q33,731,257
2006-Q23,586,573
2006-Q13,639,092
2005-Q43,409,854
2005-Q33,361,241
2005-Q23,209,719
2005-Q13,163,211
2004-Q43,187,917
2004-Q32,922,757
2004-Q22,861,243
2004-Q12,904,941
2003-Q42,733,551
2003-Q32,471,851
2003-Q22,365,655
2003-Q12,044,109
2002-Q42,055,460
2002-Q31,964,166
2002-Q22,274,808
2002-Q12,427,989
2001-Q42,414,122
2001-Q32,171,629
2001-Q22,510,647
2001-Q12,311,039
2000-Q42,556,769
2000-Q32,846,359
2000-Q22,837,640
2000-Q12,950,341
1999-Q42,743,340
1999-Q32,359,852
1999-Q22,475,463
1999-Q12,319,259
1998-Q42,277,198
1998-Q32,019,847
1998-Q22,216,264
1998-Q12,122,187
1997-Q41,880,014
1997-Q31,860,047
1997-Q21,688,644
1997-Q11,504,645
1996-Q41,489,156
1996-Q31,458,120
1996-Q21,407,588
1996-Q11,317,576
1995-Q41,239,948
1995-Q31,200,705
1995-Q21,126,823
1995-Q11,058,545
1994-Q41,019,327
1994-Q31,100,712
1994-Q21,061,616
1994-Q11,073,303
1993-Q41,099,943
1993-Q31,048,508
1993-Q2965,013
1993-Q1891,599
1992-Q4815,039
1992-Q3767,030
1992-Q2714,710
1992-Q1670,372
1991-Q4646,801
1991-Q3585,136
1991-Q2537,636
1991-Q1516,151
1990-Q4470,940
1990-Q3444,432
1990-Q2484,148
1990-Q1461,905
1989-Q4468,721
1989-Q3476,389
1989-Q2456,276
1989-Q1427,100
1988-Q4420,389
1988-Q3424,255
1988-Q2428,843
1988-Q1422,040
1987-Q4404,113
1987-Q3458,924
1987-Q2458,493
1987-Q1453,009
1986-Q4375,743
1986-Q3338,139
1986-Q2312,493
1986-Q1275,257
1985-Q4219,442
1985-Q3179,161
1985-Q2162,766
1985-Q1135,840
1984-Q4119,018
1984-Q3113,338
1984-Q2100,241
1984-Q1100,040
1983-Q498,040
1983-Q395,017
1983-Q292,057
1983-Q176,160
1982-Q465,110
1982-Q355,666
1982-Q250,031
1982-Q149,981
1981-Q452,640
1981-Q348,742
1981-Q253,153
1981-Q152,359
1980-Q452,060
1980-Q349,129
1980-Q244,130
1980-Q139,456
1979-Q438,388
1979-Q344,837
1979-Q243,252
1979-Q142,476
1978-Q441,080
1978-Q343,683
1978-Q241,664
1978-Q139,400
1977-Q440,355
1977-Q340,413
1977-Q240,651
1977-Q137,826
1976-Q441,436
1976-Q340,957
1976-Q242,441
1976-Q142,619
1975-Q438,749
1975-Q336,835
1975-Q242,283
1975-Q137,436
1974-Q431,813
1974-Q329,123
1974-Q237,557
1974-Q141,490
1973-Q443,695
1973-Q349,090
1973-Q245,290
1973-Q150,224
1972-Q456,383
1972-Q353,712
1972-Q254,180
1972-Q155,084
1971-Q453,006
1971-Q349,798
1971-Q250,571
1971-Q150,329
1970-Q444,501
1970-Q341,919
1970-Q237,027
1970-Q146,279
1969-Q445,578
1969-Q346,004
1969-Q246,190
1969-Q148,554
1968-Q449,529
1968-Q348,300
1968-Q245,972
1968-Q140,523
1967-Q442,973
1967-Q342,006
1967-Q239,284
1967-Q138,226
1966-Q433,850
1966-Q331,301
1966-Q234,547
1966-Q135,326
1965-Q434,410
1965-Q332,050
1965-Q229,291
1965-Q129,751
1964-Q428,447
1964-Q328,523
1964-Q227,156
1964-Q126,433
1963-Q424,819
1963-Q324,118
1963-Q223,306
1963-Q122,156
1962-Q420,909
1962-Q318,796
1962-Q218,257
1962-Q122,981
1961-Q422,875
1961-Q321,007
1961-Q220,003
1961-Q119,440
1960-Q417,026
1960-Q315,640
1960-Q216,097
1960-Q115,312
1959-Q415,818
1959-Q314,747
1959-Q214,973
1959-Q114,132
1958-Q413,242
1958-Q311,791
1958-Q210,610
1958-Q19,463
1957-Q48,714
1957-Q39,001
1957-Q29,687
1957-Q19,106
1956-Q49,046
1956-Q38,506
1956-Q28,613
1956-Q18,555
1955-Q47,839
1955-Q37,257
1955-Q27,186
1955-Q16,525
1954-Q46,110
1954-Q35,469
1954-Q24,895
1954-Q14,512
1953-Q44,146
1953-Q33,753
1953-Q23,778
1953-Q13,867
1952-Q43,932
1952-Q33,837
1952-Q23,696
1952-Q13,612
1951-Q43,482
1950-Q43,344
1949-Q43,071
1948-Q41,516
1947-Q41,413
1946-Q41,298
1945-Q41,245

Definition

Market value of mutual fund shares held as assets by the U.S. households and nonprofit organizations sector, in millions of dollars at quarter end.

These are end-of-period balances in millions of current U.S. dollars and are not seasonally adjusted. S1M.b covers households and nonprofit organizations together, including farm households; its sector note also includes private equity funds, personal trusts, and domestic hedge funds through 2012:Q3. It is not a household-only measure unless the indicator name says so. The first available observation is 1945:Q4; observations are annual at year end through 1951 and quarterly from 1952:Q1. Missing quarters remain missing and are not interpolated by this dataset. Valuation basis varies by item: real estate and marketable securities are at market value, while consumer durables and other nonfinancial assets use replacement or current cost. Totals and component rows overlap; memo items such as 529 plan assets are already included in total assets. Federal Reserve releases may revise historical values or methods, which can affect comparisons over time.

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How to cite

Board of Governors of the Federal Reserve System. Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q). https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm. Retrieved 2026-10-12.

Citation styles

The publisher is the author. Invokely is named only as the place the figures were read, where a style asks for it.

APA 7

Board of Governors of the Federal Reserve System. (2026). Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q) (Mutual fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2) [Data set]. Retrieved October 12, 2026, from https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm

MLA 9

Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q), Mutual fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2. Board of Governors of the Federal Reserve System, 11 Sept. 2026, https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm. Invokely, https://invokely.ai/en/us-household-nonprofit-mutual-fund-shares/united-states. Accessed 12 Oct. 2026.

Chicago (author-date)

Board of Governors of the Federal Reserve System. 2026. Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q). Mutual fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2. Dataset. Accessed October 12, 2026. https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm. Also distributed by Invokely, https://invokely.ai/en/us-household-nonprofit-mutual-fund-shares/united-states.

Harvard

Board of Governors of the Federal Reserve System (2026) Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q), Mutual fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2 [Dataset]. Available at: https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm, via Invokely: https://invokely.ai/en/us-household-nonprofit-mutual-fund-shares/united-states (Accessed: 12 October 2026).

BibTeX
@misc{board_mutual_fund_shares_held_2026,
  author = {{Board of Governors of the Federal Reserve System}},
  title = {{Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q): Mutual fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2}},
  year = {2026},
  howpublished = {Data set},
  url = {https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm},
  urldate = {2026-10-12},
  note = {Accessed via Invokely, https://invokely.ai/en/us-household-nonprofit-mutual-fund-shares/united-states. Publisher attribution: Board of Governors of the Federal Reserve System. Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q). https://www.federalreserve.gov/releases/z1/current/html/S1M\_b.htm. Retrieved 2026-10-12.},
}
RIS
TY  - DATA
AU  - Board of Governors of the Federal Reserve System
TI  - Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q): Mutual fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2
PY  - 2026
DA  - 2026/09/11
PB  - Board of Governors of the Federal Reserve System
DB  - Invokely
UR  - https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm
L2  - https://invokely.ai/en/us-household-nonprofit-mutual-fund-shares/united-states
Y2  - 2026/10/12
N1  - Accessed via Invokely, https://invokely.ai/en/us-household-nonprofit-mutual-fund-shares/united-states.
N1  - Publisher attribution: Board of Governors of the Federal Reserve System. Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q). https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm. Retrieved 2026-10-12.
ER  -
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Questions

What is the mutual fund shares held by U.S. households and nonprofits in United States?

Mutual fund shares held by U.S. households and nonprofits in the United States was $14.41 trillion in Q2 2026, according to the Board of Governors of the Federal Reserve System. That is up 12.6% from Q2 2025.

Where does this figure come from?

Board of Governors of the Federal Reserve System. Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; mutual fund shares; asset (LM153064205.Q). Retrieved by Invokely on 2026-10-12.

What was the highest mutual fund shares held by U.S. households and nonprofits in United States?

$14.41 trillion in Q2 2026, the highest value since Q4 1945 in this series.

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