Reporting Form
SHC Report of U.S. Ownership of Foreign Securities, Including Selected Money Market Instruments
Reporting Dates:
Report data as of December 31, 2016. Data should be submitted to the Federal Reserve Bank of New York no later than the first Friday of March 2017.
Description:
The SHC report is collected every five years from all significant U.S.-resident custodians and end-investors. U.S. ownership of foreign securities (including, equities, long-term debt, short-term debt, and asset-backed securities) are submitted on a detailed security-by-security basis. The purpose of the SHC report is to gather timely and reliable information on the levels and changes in U.S. international portfolio capital positions for the preparation of the official U.S. balance of payments as well as for statistical series compiled and maintained by the International Monetary Fund.
Subjects:
Balance of Payments
Audiences:
Bank Holding Companies, Brokers and Dealers, Commercial Banks, Financial Institutions, U.S. Branches and Agencies of Foreign Banks
Form and Instructions: Offsite
The current and historical versions of this form and their instructions are maintained on the Treasury's website in PDF format.
Additional Information:
Common Reporting Errors pdf
Historic Reporting Changes pdf
Frequently Asked Questions pdf
SHC Forms Revisions and Instruction Clarification pdf
Publication:
Foreign portfolio investment statistics are published on the Treasury's website pdf.

Contact:
New York Fed TIC Report Contacts pdf

E-mail Alerts
Events
Related Reports