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

Additional Information:
Common Reporting Errors

Historic Reporting Changes

Frequently Asked Questions

SHC Forms Revisions and Instruction Clarification

Publication:
Foreign portfolio investment statistics are published on the Treasury's website .

Contact:
New York Fed TIC Report Contacts