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LPL Financial Holdings (LPLA) Cash & Current Investments: 2010-2025

Historic Cash & Current Investments for LPL Financial Holdings (LPLA) over the last 16 years, with Sep 2025 value amounting to $1.3 billion.

  • LPL Financial Holdings' Cash & Current Investments fell 8.91% to $1.3 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $7.7 billion, marking a year-over-year increase of 77.11%. This contributed to the annual value of $967.1 million for FY2024, which is 107.67% up from last year.
  • As of Q3 2025, LPL Financial Holdings' Cash & Current Investments stood at $1.3 billion, which was down 67.90% from $4.2 billion recorded in Q2 2025.
  • In the past 5 years, LPL Financial Holdings' Cash & Current Investments ranged from a high of $4.2 billion in Q2 2025 and a low of $465.7 million during Q4 2023.
  • Its 3-year average for Cash & Current Investments is $1.3 billion, with a median of $1.1 billion in 2024.
  • Its Cash & Current Investments has fluctuated over the past 5 years, first plummeted by 53.47% in 2023, then spiked by 217.34% in 2025.
  • LPL Financial Holdings' Cash & Current Investments (Quarterly) stood at $495.2 million in 2021, then spiked by 71.13% to $847.5 million in 2022, then crashed by 45.05% to $465.7 million in 2023, then soared by 107.67% to $967.1 million in 2024, then dropped by 8.91% to $1.3 billion in 2025.
  • Its Cash & Current Investments was $1.3 billion in Q3 2025, compared to $4.2 billion in Q2 2025 and $1.2 billion in Q1 2025.