Holding Company Data
Data from 1986 to current are available as quarterly datasets in compressed zip files. To receive updates when new data are available, click on the link to the subscription form, in the sidebar to the right, and select "Financial Holding Company Data" from the list of subscriptions.
Financial data are available for:
- FR Y-9C—All domestic holding companies on a consolidated basis;
- FR Y-9LP—All large domestic holding companies on an unconsolidated parent only basis; and
- FR Y-9SP—All small domestic holding companies on an unconsolidated parent basis, including balance sheet and income information for all three catagories.
Note: FR Y-9C and FR Y-9LP data are collected quarterly; FR Y-9SP is collected semiannually.
(Quarterly datasets in text delimited format, zipped)
Holding Company Data, 1986-Present
A selection of Frequently Asked Questions regarding Holding Company data
A SAS program, provided as text, for users to import the caret delimited files to a SAS dataset. The program allows the resultant dataset to retain the correct character or numeric format for each column.
A read.table string for R, provided as text, for users to import the caret delimited files to an R table. As in the SAS program above, the table retains the correct character or numeric format for each column.
A sample command, provided as text, to be invoked through the command line for use with cURL. The open source program enables users to download multiple Holding Company datasets at once. Providing this example command for use with cURL is not an endorsement of cURL.
Holding Companies Name List (updated 11/05/2012)
Provides the NAME, CITY, STATE, ENTITY TYPE and ID for all Holding Companies. ID can be matched with RSSD9001 in the data files where applicable.
FR Y-9C Report Form and Instructions
FR Y-9LP Report Form and Instructions
FR Y-9SP Report Form and Instructions
Includes historical forms and instructions since June 1996.
Report Form Changes
A listing of report form changes for the current calendar year.
Contains a search function to locate descriptions for specific variables in the files and their reporting frequency. A comprehensive variable list of all items is provided below, in addition to direct links to all BHCF and RSSD items in the data dictionary.
List of financial and text variables contained in the data files:
"MDRM-Start Date-End Date-Name-Confidentiality" for all BHCF items. Select "ALL" or a specific segment of the BHCF series from the drop down list.
List of structure and geographical variables contained in the data files:
"MDRM-Start Date-End Date-Name-Confidentiality" for all RSSD items.
Provides guidance on how to (1) Effectively and accurately standardize FR Y-9C data into logical categories, (2) Manage report form changes from 2007-Present to establish consistency in aggregate data, and (3) Enable broad and granular data analysis.