Treasury Mandates Survey of Foreigners' US Securities Holdings by June 30
Published Date: 5/7/2025
Notice
Summary
The U.S. Treasury is asking certain people and businesses to take part in a required survey about foreign residents’ ownership of U.S. stocks and bonds as of June 30, 2025. If you meet the rules, you must fill out and send in the forms. This helps the government keep track of who owns what and when, with no extra cost but a clear deadline to follow.
Analyzed Economic Effects
1 provisions identified: 0 benefits, 1 costs, 0 mixed.
Mandatory Reporting of U.S. Securities Holdings
If you are a United States person who meets the Notice's reporting requirements, you must complete and submit the SHLA (2025) reporting forms showing foreign-residents' holdings of U.S. stocks, bonds, and selected money market instruments as of June 30, 2025. The Notice says this survey is mandatory under the International Investment and Trade in Services Survey Act and that forms and instructions (SHLA (2025)) are available online at the Treasury website: https://home.treasury.gov/data/treasury-international-capital-tic-system-home-page/tic-forms-instructions/forms-shl.
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