MarketsJul 30, 2024
American Stock Ownership Hits Near-Record Levels 🚀
What We’re Showing
This graphic shows the percentage of financial assets allocated to corporate equities among U.S. households and non-profits. Figures are as of January 1, 2024, based on data from the Federal Reserve.
Key Takeaways
- Thanks to superior returns over the last several decades, U.S. households and non-profits are investing a greater share of their assets in stocks as financial markets soar in 2024
- A separate survey from Gallup finds that 62% of Americans own stocks, hitting a 20-year high
- Overall, 87% of upper-income Americans own stocks, followed by 65% of middle-income Americans, and 25% of lower-income Americans
- By contrast, the share of assets held in stocks plummeted to 9.4% in 1982, a time when 10-year Treasury bonds returned over 32% in a record year, outpacing the S&P 500
Dataset
Date | Stock Ownership as a % of Financial Assets |
---|---|
1952-01-01 | 20.0% |
1952-04-01 | 20.4% |
1952-07-01 | 20.1% |
1952-10-01 | 19.0% |
1953-01-01 | 18.6% |
1953-04-01 | 17.7% |
1953-07-01 | 17.1% |
1953-10-01 | 18.1% |
1954-01-01 | 18.9% |
1954-04-01 | 20.0% |
1954-07-01 | 21.2% |
1954-10-01 | 21.1% |
1955-01-01 | 21.3% |
1955-04-01 | 22.7% |
1955-07-01 | 23.3% |
1955-10-01 | 23.2% |
1956-01-01 | 24.0% |
1956-04-01 | 23.1% |
1956-07-01 | 22.5% |
1956-10-01 | 23.5% |
1957-01-01 | 22.4% |
1957-04-01 | 23.2% |
1957-07-01 | 21.3% |
1957-10-01 | 21.1% |
1958-01-01 | 21.7% |
1958-04-01 | 22.5% |
1958-07-01 | 23.9% |
1958-10-01 | 24.2% |
1959-01-01 | 24.4% |
1959-04-01 | 24.9% |
1959-07-01 | 24.3% |
1959-10-01 | 25.2% |
1960-01-01 | 23.9% |
1960-04-01 | 24.0% |
1960-07-01 | 22.5% |
1960-10-01 | 24.3% |
1961-01-01 | 26.0% |
1961-04-01 | 25.8% |
1961-07-01 | 26.0% |
1961-10-01 | 27.1% |
1962-01-01 | 26.4% |
1962-04-01 | 21.3% |
1962-07-01 | 22.0% |
1962-10-01 | 25.5% |
1963-01-01 | 25.9% |
1963-04-01 | 26.6% |
1963-07-01 | 27.2% |
1963-10-01 | 25.8% |
1964-01-01 | 26.8% |
1964-04-01 | 27.1% |
1964-07-01 | 27.5% |
1964-10-01 | 27.5% |
1965-01-01 | 27.8% |
1965-04-01 | 26.6% |
1965-07-01 | 28.0% |
1965-10-01 | 28.8% |
1966-01-01 | 27.8% |
1966-04-01 | 26.5% |
1966-07-01 | 24.1% |
1966-10-01 | 25.0% |
1967-01-01 | 27.1% |
1967-04-01 | 27.0% |
1967-07-01 | 27.8% |
1967-10-01 | 28.1% |
1968-01-01 | 26.1% |
1968-04-01 | 28.3% |
1968-07-01 | 28.2% |
1968-10-01 | 30.0% |
1969-01-01 | 28.5% |
1969-04-01 | 27.1% |
1969-07-01 | 26.2% |
1969-10-01 | 24.6% |
1970-01-01 | 23.8% |
1970-04-01 | 19.4% |
1970-07-01 | 21.6% |
1970-10-01 | 22.8% |
1971-01-01 | 24.1% |
1971-04-01 | 23.6% |
1971-07-01 | 22.8% |
1971-10-01 | 23.7% |
1972-01-01 | 24.3% |
1972-04-01 | 23.8% |
1972-07-01 | 23.7% |
1972-10-01 | 25.7% |
1973-01-01 | 23.7% |
1973-04-01 | 21.7% |
1973-07-01 | 22.2% |
1973-10-01 | 18.8% |
1974-01-01 | 17.6% |
1974-04-01 | 15.6% |
1974-07-01 | 11.7% |
1974-10-01 | 11.4% |
1975-01-01 | 13.6% |
1975-04-01 | 15.0% |
1975-07-01 | 13.1% |
1975-10-01 | 13.7% |
1976-01-01 | 15.3% |
1976-04-01 | 15.4% |
1976-07-01 | 15.3% |
1976-10-01 | 15.4% |
1977-01-01 | 14.0% |
1977-04-01 | 14.0% |
1977-07-01 | 13.1% |
1977-10-01 | 12.3% |
1978-01-01 | 11.4% |
1978-04-01 | 11.8% |
1978-07-01 | 12.2% |
1978-10-01 | 11.4% |
1979-01-01 | 11.7% |
1979-04-01 | 11.6% |
1979-07-01 | 12.0% |
1979-10-01 | 12.1% |
1980-01-01 | 10.9% |
1980-04-01 | 12.0% |
1980-07-01 | 13.0% |
1980-10-01 | 13.8% |
1981-01-01 | 13.6% |
1981-04-01 | 13.1% |
1981-07-01 | 11.1% |
1981-10-01 | 11.6% |
1982-01-01 | 9.9% |
1982-04-01 | 9.4% |
1982-07-01 | 9.9% |
1982-10-01 | 11.5% |
1983-01-01 | 12.3% |
1983-04-01 | 13.4% |
1983-07-01 | 12.8% |
1983-10-01 | 12.1% |
1984-01-01 | 11.4% |
1984-04-01 | 10.5% |
1984-07-01 | 10.8% |
1984-10-01 | 10.6% |
1985-01-01 | 11.1% |
1985-04-01 | 11.5% |
1985-07-01 | 10.6% |
1985-10-01 | 12.1% |
1986-01-01 | 13.2% |
1986-04-01 | 13.5% |
1986-07-01 | 12.1% |
1986-10-01 | 13.1% |
1987-01-01 | 14.9% |
1987-04-01 | 14.8% |
1987-07-01 | 15.1% |
1987-10-01 | 12.3% |
1988-01-01 | 13.0% |
1988-04-01 | 13.4% |
1988-07-01 | 13.3% |
1988-10-01 | 13.7% |
1989-01-01 | 14.0% |
1989-04-01 | 14.5% |
1989-07-01 | 15.3% |
1989-10-01 | 15.5% |
1990-01-01 | 14.5% |
1990-04-01 | 14.9% |
1990-07-01 | 12.5% |
1990-10-01 | 13.6% |
1991-01-01 | 15.3% |
1991-04-01 | 15.1% |
1991-07-01 | 15.8% |
1991-10-01 | 17.7% |
1992-01-01 | 17.4% |
1992-04-01 | 17.2% |
1992-07-01 | 17.6% |
1992-10-01 | 19.2% |
1993-01-01 | 19.6% |
1993-04-01 | 19.7% |
1993-07-01 | 20.3% |
1993-10-01 | 20.8% |
1994-01-01 | 20.1% |
1994-04-01 | 19.8% |
1994-07-01 | 20.1% |
1994-10-01 | 19.9% |
1995-01-01 | 20.9% |
1995-04-01 | 22.0% |
1995-07-01 | 23.2% |
1995-10-01 | 24.2% |
1996-01-01 | 24.8% |
1996-04-01 | 25.4% |
1996-07-01 | 25.4% |
1996-10-01 | 26.2% |
1997-01-01 | 26.3% |
1997-04-01 | 28.9% |
1997-07-01 | 30.3% |
1997-10-01 | 30.2% |
1998-01-01 | 32.7% |
1998-04-01 | 32.5% |
1998-07-01 | 29.4% |
1998-10-01 | 33.0% |
1999-01-01 | 33.1% |
1999-04-01 | 34.8% |
1999-07-01 | 33.4% |
1999-10-01 | 37.1% |
2000-01-01 | 38.4% |
2000-04-01 | 37.1% |
2000-07-01 | 36.5% |
2000-10-01 | 33.2% |
2001-01-01 | 30.2% |
2001-04-01 | 31.5% |
2001-07-01 | 27.3% |
2001-10-01 | 29.7% |
2002-01-01 | 29.7% |
2002-04-01 | 27.2% |
2002-07-01 | 22.8% |
2002-10-01 | 23.9% |
2003-01-01 | 22.7% |
2003-04-01 | 25.4% |
2003-07-01 | 26.4% |
2003-10-01 | 28.6% |
2004-01-01 | 28.5% |
2004-04-01 | 28.2% |
2004-07-01 | 27.5% |
2004-10-01 | 28.9% |
2005-01-01 | 28.6% |
2005-04-01 | 28.9% |
2005-07-01 | 29.7% |
2005-10-01 | 29.8% |
2006-01-01 | 31.4% |
2006-04-01 | 30.5% |
2006-07-01 | 30.8% |
2006-10-01 | 32.2% |
2007-01-01 | 32.6% |
2007-04-01 | 33.1% |
2007-07-01 | 32.7% |
2007-10-01 | 31.1% |
2008-01-01 | 29.0% |
2008-04-01 | 28.1% |
2008-07-01 | 25.3% |
2008-10-01 | 20.7% |
2009-01-01 | 18.9% |
2009-04-01 | 22.3% |
2009-07-01 | 25.0% |
2009-10-01 | 25.6% |
2010-01-01 | 26.3% |
2010-04-01 | 24.0% |
2010-07-01 | 25.9% |
2010-10-01 | 27.5% |
2011-01-01 | 28.7% |
2011-04-01 | 28.2% |
2011-07-01 | 24.2% |
2011-10-01 | 25.4% |
2012-01-01 | 27.6% |
2012-04-01 | 26.5% |
2012-07-01 | 27.3% |
2012-10-01 | 27.1% |
2013-01-01 | 29.3% |
2013-04-01 | 29.6% |
2013-07-01 | 30.5% |
2013-10-01 | 31.7% |
2014-01-01 | 32.4% |
2014-04-01 | 33.1% |
2014-07-01 | 32.5% |
2014-10-01 | 33.0% |
2015-01-01 | 33.1% |
2015-04-01 | 33.0% |
2015-07-01 | 30.9% |
2015-10-01 | 31.8% |
2016-01-01 | 31.7% |
2016-04-01 | 32.0% |
2016-07-01 | 32.4% |
2016-10-01 | 32.9% |
2017-01-01 | 33.9% |
2017-04-01 | 34.2% |
2017-07-01 | 34.8% |
2017-10-01 | 35.8% |
2018-01-01 | 35.4% |
2018-04-01 | 35.5% |
2018-07-01 | 36.4% |
2018-10-01 | 32.7% |
2019-01-01 | 35.5% |
2019-04-01 | 35.8% |
2019-07-01 | 35.3% |
2019-10-01 | 36.7% |
2020-01-01 | 30.5% |
2020-04-01 | 34.4% |
2020-07-01 | 36.0% |
2020-10-01 | 39.0% |
2021-01-01 | 40.2% |
2021-04-01 | 41.5% |
2021-07-01 | 41.0% |
2021-10-01 | 41.6% |
2022-01-01 | 40.4% |
2022-04-01 | 36.1% |
2022-07-01 | 35.1% |
2022-10-01 | 36.5% |
2023-01-01 | 37.7% |
2023-04-01 | 38.8% |
2023-07-01 | 37.9% |
2023-10-01 | 39.8% |
2024-01-01 | 41.6% |
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