LPL Financial Holdings (LPLA) Common Equity (2009 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Common Equity of $5.8 billion for Q2 2026, up 13.45% year-over-year from $5.1 billion in Q2 2025, and up 1.25% on a QoQ basis from $5.7 billion in Q1 2026.
LPL Financial Holdings (LPLA) Common Equity (2009 - 2026) Analysis & Trends
LPL Financial Holdings has reported Common Equity for 18 years, with the latest figure at $5.8 billion in Q2 2026.
- Common Equity for Q2 2026 came in at $5.8 billion, up 13.45% year-over-year; the trailing twelve-month figure through Jun 2026 was $5.8 billion (up 13.45% YoY), and the FY2025 annual result was $5.3 billion, up 82.37% from the prior year.
- Common Equity rose to $5.8 billion in Q2 2026, from $5.7 billion in the prior quarter.
- Over five years, Common Equity peaked at $5.8 billion in Q2 2026 and troughed at $1.7 billion in Q1 2022.
- A 5-year average of $3.2 billion and a median of $2.4 billion in 2024 frame the typical range for Common Equity.
- The widest annual swing landed in 2023, when Common Equity dropped 4.09%; it then jumped 101.74% in 2025.
- A 5-year view of Common Equity shows it stood at $2.2 billion in 2022, then dropped by 4.09% to $2.1 billion in 2023, then surged by 40.96% to $2.9 billion in 2024, then surged by 82.37% to $5.3 billion in 2025, then grew by 7.72% to $5.8 billion in 2026.
- Per Business Quant data, the three most recent Common Equity figures were $5.8 billion in Q2 2026, $5.7 billion in Q1 2026, and $5.3 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 117.44 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 122.74 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 50.15 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 9.54 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 22.25 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 5.76 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 7.34 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 3.51 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 5.18 Bn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 842.53 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 5.76 Bn |
| Mar 31, 2026 | 5.69 Bn |
| Dec 31, 2025 | 5.34 Bn |
| Sep 30, 2025 | 5.04 Bn |
| Jun 30, 2025 | 5.07 Bn |
| Mar 31, 2025 | 3.12 Bn |
| Dec 31, 2024 | 2.93 Bn |
| Sep 30, 2024 | 2.77 Bn |
| Jun 30, 2024 | 2.52 Bn |
| Mar 31, 2024 | 2.27 Bn |
| Dec 31, 2023 | 2.08 Bn |
| Sep 30, 2023 | 2.09 Bn |
| Jun 30, 2023 | 2.12 Bn |
| Mar 31, 2023 | 2.19 Bn |
| Dec 31, 2022 | 2.17 Bn |
| Sep 30, 2022 | 2.00 Bn |
| Jun 30, 2022 | 1.84 Bn |
| Mar 31, 2022 | 1.74 Bn |
| Dec 31, 2021 | 1.67 Bn |
| Sep 30, 2021 | 1.62 Bn |