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

Mutual fund shares held by U.S. households and nonprofits in United States was $14.41 trillion in Q2 2026. Source: Board of Governors of the Federal Reserve System.

- Indicator id: `household_nonprofit_mutual_funds_usd`
- Place id: `us`
- Unit: USD million
- 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.
- Note: 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.
- Source: 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)
- Publisher page: https://invokely.ai/en/publishers/federal-reserve-board
- Retrieved: 2026-10-12
- License: Public domain unless otherwise indicated (Federal Reserve Board website policy)
- Citation: 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.
- Web page: https://invokely.ai/en/us-household-nonprofit-mutual-fund-shares/united-states
- API: https://invokely.ai/api/v1/series?indicator=household_nonprofit_mutual_funds_usd&place=us

| Period | USD million |
|---|---:|
| 2026-Q2 | 14,412,656 |
| 2026-Q1 | 13,099,186 |
| 2025-Q4 | 13,410,400 |
| 2025-Q3 | 13,367,932 |
| 2025-Q2 | 12,798,451 |
| 2025-Q1 | 11,906,547 |
| 2024-Q4 | 12,187,350 |
| 2024-Q3 | 12,442,058 |
| 2024-Q2 | 11,877,542 |
| 2024-Q1 | 11,869,121 |
| 2023-Q4 | 11,074,689 |
| 2023-Q3 | 10,246,203 |
| 2023-Q2 | 10,698,326 |
| 2023-Q1 | 10,302,162 |
| 2022-Q4 | 9,854,087 |
| 2022-Q3 | 9,451,692 |
| 2022-Q2 | 10,141,306 |
| 2022-Q1 | 11,974,061 |
| 2021-Q4 | 12,914,010 |
| 2021-Q3 | 12,212,939 |
| 2021-Q2 | 12,210,499 |
| 2021-Q1 | 11,555,904 |
| 2020-Q4 | 11,036,593 |
| 2020-Q3 | 9,993,332 |
| 2020-Q2 | 9,413,592 |
| 2020-Q1 | 8,139,354 |
| 2019-Q4 | 10,041,768 |
| 2019-Q3 | 9,410,078 |
| 2019-Q2 | 9,449,730 |
| 2019-Q1 | 9,045,723 |
| 2018-Q4 | 8,035,065 |
| 2018-Q3 | 9,173,427 |
| 2018-Q2 | 8,840,332 |
| 2018-Q1 | 8,735,399 |
| 2017-Q4 | 8,693,299 |
| 2017-Q3 | 8,372,423 |
| 2017-Q2 | 8,010,195 |
| 2017-Q1 | 7,761,780 |
| 2016-Q4 | 7,333,875 |
| 2016-Q3 | 7,382,955 |
| 2016-Q2 | 7,130,173 |
| 2016-Q1 | 6,985,261 |
| 2015-Q4 | 6,974,452 |
| 2015-Q3 | 6,807,249 |
| 2015-Q2 | 7,314,151 |
| 2015-Q1 | 7,294,150 |
| 2014-Q4 | 7,116,488 |
| 2014-Q3 | 7,025,253 |
| 2014-Q2 | 7,123,214 |
| 2014-Q1 | 6,844,587 |
| 2013-Q4 | 6,644,513 |
| 2013-Q3 | 6,288,440 |
| 2013-Q2 | 5,999,815 |
| 2013-Q1 | 6,031,152 |
| 2012-Q4 | 5,581,922 |
| 2012-Q3 | 5,496,827 |
| 2012-Q2 | 5,187,022 |
| 2012-Q1 | 5,284,011 |
| 2011-Q4 | 4,709,266 |
| 2011-Q3 | 4,501,180 |
| 2011-Q2 | 5,049,500 |
| 2011-Q1 | 4,982,987 |
| 2010-Q4 | 4,728,805 |
| 2010-Q3 | 4,457,087 |
| 2010-Q2 | 4,032,019 |
| 2010-Q1 | 4,300,184 |
| 2009-Q4 | 4,041,869 |
| 2009-Q3 | 3,819,066 |
| 2009-Q2 | 3,244,549 |
| 2009-Q1 | 2,713,105 |
| 2008-Q4 | 2,904,279 |
| 2008-Q3 | 3,734,953 |
| 2008-Q2 | 4,285,596 |
| 2008-Q1 | 4,233,494 |
| 2007-Q4 | 4,540,963 |
| 2007-Q3 | 4,599,496 |
| 2007-Q2 | 4,482,946 |
| 2007-Q1 | 4,207,714 |
| 2006-Q4 | 4,016,444 |
| 2006-Q3 | 3,731,257 |
| 2006-Q2 | 3,586,573 |
| 2006-Q1 | 3,639,092 |
| 2005-Q4 | 3,409,854 |
| 2005-Q3 | 3,361,241 |
| 2005-Q2 | 3,209,719 |
| 2005-Q1 | 3,163,211 |
| 2004-Q4 | 3,187,917 |
| 2004-Q3 | 2,922,757 |
| 2004-Q2 | 2,861,243 |
| 2004-Q1 | 2,904,941 |
| 2003-Q4 | 2,733,551 |
| 2003-Q3 | 2,471,851 |
| 2003-Q2 | 2,365,655 |
| 2003-Q1 | 2,044,109 |
| 2002-Q4 | 2,055,460 |
| 2002-Q3 | 1,964,166 |
| 2002-Q2 | 2,274,808 |
| 2002-Q1 | 2,427,989 |
| 2001-Q4 | 2,414,122 |
| 2001-Q3 | 2,171,629 |
| 2001-Q2 | 2,510,647 |
| 2001-Q1 | 2,311,039 |
| 2000-Q4 | 2,556,769 |
| 2000-Q3 | 2,846,359 |
| 2000-Q2 | 2,837,640 |
| 2000-Q1 | 2,950,341 |
| 1999-Q4 | 2,743,340 |
| 1999-Q3 | 2,359,852 |
| 1999-Q2 | 2,475,463 |
| 1999-Q1 | 2,319,259 |
| 1998-Q4 | 2,277,198 |
| 1998-Q3 | 2,019,847 |
| 1998-Q2 | 2,216,264 |
| 1998-Q1 | 2,122,187 |
| 1997-Q4 | 1,880,014 |
| 1997-Q3 | 1,860,047 |
| 1997-Q2 | 1,688,644 |
| 1997-Q1 | 1,504,645 |
| 1996-Q4 | 1,489,156 |
| 1996-Q3 | 1,458,120 |
| 1996-Q2 | 1,407,588 |
| 1996-Q1 | 1,317,576 |
| 1995-Q4 | 1,239,948 |
| 1995-Q3 | 1,200,705 |
| 1995-Q2 | 1,126,823 |
| 1995-Q1 | 1,058,545 |
| 1994-Q4 | 1,019,327 |
| 1994-Q3 | 1,100,712 |
| 1994-Q2 | 1,061,616 |
| 1994-Q1 | 1,073,303 |
| 1993-Q4 | 1,099,943 |
| 1993-Q3 | 1,048,508 |
| 1993-Q2 | 965,013 |
| 1993-Q1 | 891,599 |
| 1992-Q4 | 815,039 |
| 1992-Q3 | 767,030 |
| 1992-Q2 | 714,710 |
| 1992-Q1 | 670,372 |
| 1991-Q4 | 646,801 |
| 1991-Q3 | 585,136 |
| 1991-Q2 | 537,636 |
| 1991-Q1 | 516,151 |
| 1990-Q4 | 470,940 |
| 1990-Q3 | 444,432 |
| 1990-Q2 | 484,148 |
| 1990-Q1 | 461,905 |
| 1989-Q4 | 468,721 |
| 1989-Q3 | 476,389 |
| 1989-Q2 | 456,276 |
| 1989-Q1 | 427,100 |
| 1988-Q4 | 420,389 |
| 1988-Q3 | 424,255 |
| 1988-Q2 | 428,843 |
| 1988-Q1 | 422,040 |
| 1987-Q4 | 404,113 |
| 1987-Q3 | 458,924 |
| 1987-Q2 | 458,493 |
| 1987-Q1 | 453,009 |
| 1986-Q4 | 375,743 |
| 1986-Q3 | 338,139 |
| 1986-Q2 | 312,493 |
| 1986-Q1 | 275,257 |
| 1985-Q4 | 219,442 |
| 1985-Q3 | 179,161 |
| 1985-Q2 | 162,766 |
| 1985-Q1 | 135,840 |
| 1984-Q4 | 119,018 |
| 1984-Q3 | 113,338 |
| 1984-Q2 | 100,241 |
| 1984-Q1 | 100,040 |
| 1983-Q4 | 98,040 |
| 1983-Q3 | 95,017 |
| 1983-Q2 | 92,057 |
| 1983-Q1 | 76,160 |
| 1982-Q4 | 65,110 |
| 1982-Q3 | 55,666 |
| 1982-Q2 | 50,031 |
| 1982-Q1 | 49,981 |
| 1981-Q4 | 52,640 |
| 1981-Q3 | 48,742 |
| 1981-Q2 | 53,153 |
| 1981-Q1 | 52,359 |
| 1980-Q4 | 52,060 |
| 1980-Q3 | 49,129 |
| 1980-Q2 | 44,130 |
| 1980-Q1 | 39,456 |
| 1979-Q4 | 38,388 |
| 1979-Q3 | 44,837 |
| 1979-Q2 | 43,252 |
| 1979-Q1 | 42,476 |
| 1978-Q4 | 41,080 |
| 1978-Q3 | 43,683 |
| 1978-Q2 | 41,664 |
| 1978-Q1 | 39,400 |
| 1977-Q4 | 40,355 |
| 1977-Q3 | 40,413 |
| 1977-Q2 | 40,651 |
| 1977-Q1 | 37,826 |
| 1976-Q4 | 41,436 |
| 1976-Q3 | 40,957 |
| 1976-Q2 | 42,441 |
| 1976-Q1 | 42,619 |
| 1975-Q4 | 38,749 |
| 1975-Q3 | 36,835 |
| 1975-Q2 | 42,283 |
| 1975-Q1 | 37,436 |
| 1974-Q4 | 31,813 |
| 1974-Q3 | 29,123 |
| 1974-Q2 | 37,557 |
| 1974-Q1 | 41,490 |
| 1973-Q4 | 43,695 |
| 1973-Q3 | 49,090 |
| 1973-Q2 | 45,290 |
| 1973-Q1 | 50,224 |
| 1972-Q4 | 56,383 |
| 1972-Q3 | 53,712 |
| 1972-Q2 | 54,180 |
| 1972-Q1 | 55,084 |
| 1971-Q4 | 53,006 |
| 1971-Q3 | 49,798 |
| 1971-Q2 | 50,571 |
| 1971-Q1 | 50,329 |
| 1970-Q4 | 44,501 |
| 1970-Q3 | 41,919 |
| 1970-Q2 | 37,027 |
| 1970-Q1 | 46,279 |
| 1969-Q4 | 45,578 |
| 1969-Q3 | 46,004 |
| 1969-Q2 | 46,190 |
| 1969-Q1 | 48,554 |
| 1968-Q4 | 49,529 |
| 1968-Q3 | 48,300 |
| 1968-Q2 | 45,972 |
| 1968-Q1 | 40,523 |
| 1967-Q4 | 42,973 |
| 1967-Q3 | 42,006 |
| 1967-Q2 | 39,284 |
| 1967-Q1 | 38,226 |
| 1966-Q4 | 33,850 |
| 1966-Q3 | 31,301 |
| 1966-Q2 | 34,547 |
| 1966-Q1 | 35,326 |
| 1965-Q4 | 34,410 |
| 1965-Q3 | 32,050 |
| 1965-Q2 | 29,291 |
| 1965-Q1 | 29,751 |
| 1964-Q4 | 28,447 |
| 1964-Q3 | 28,523 |
| 1964-Q2 | 27,156 |
| 1964-Q1 | 26,433 |
| 1963-Q4 | 24,819 |
| 1963-Q3 | 24,118 |
| 1963-Q2 | 23,306 |
| 1963-Q1 | 22,156 |
| 1962-Q4 | 20,909 |
| 1962-Q3 | 18,796 |
| 1962-Q2 | 18,257 |
| 1962-Q1 | 22,981 |
| 1961-Q4 | 22,875 |
| 1961-Q3 | 21,007 |
| 1961-Q2 | 20,003 |
| 1961-Q1 | 19,440 |
| 1960-Q4 | 17,026 |
| 1960-Q3 | 15,640 |
| 1960-Q2 | 16,097 |
| 1960-Q1 | 15,312 |
| 1959-Q4 | 15,818 |
| 1959-Q3 | 14,747 |
| 1959-Q2 | 14,973 |
| 1959-Q1 | 14,132 |
| 1958-Q4 | 13,242 |
| 1958-Q3 | 11,791 |
| 1958-Q2 | 10,610 |
| 1958-Q1 | 9,463 |
| 1957-Q4 | 8,714 |
| 1957-Q3 | 9,001 |
| 1957-Q2 | 9,687 |
| 1957-Q1 | 9,106 |
| 1956-Q4 | 9,046 |
| 1956-Q3 | 8,506 |
| 1956-Q2 | 8,613 |
| 1956-Q1 | 8,555 |
| 1955-Q4 | 7,839 |
| 1955-Q3 | 7,257 |
| 1955-Q2 | 7,186 |
| 1955-Q1 | 6,525 |
| 1954-Q4 | 6,110 |
| 1954-Q3 | 5,469 |
| 1954-Q2 | 4,895 |
| 1954-Q1 | 4,512 |
| 1953-Q4 | 4,146 |
| 1953-Q3 | 3,753 |
| 1953-Q2 | 3,778 |
| 1953-Q1 | 3,867 |
| 1952-Q4 | 3,932 |
| 1952-Q3 | 3,837 |
| 1952-Q2 | 3,696 |
| 1952-Q1 | 3,612 |
| 1951-Q4 | 3,482 |
| 1950-Q4 | 3,344 |
| 1949-Q4 | 3,071 |
| 1948-Q4 | 1,516 |
| 1947-Q4 | 1,413 |
| 1946-Q4 | 1,298 |
| 1945-Q4 | 1,245 |