LPL Financial Holdings (LPLA) Common Equity (2009 - 2026)

LPL Financial Holdings (LPLA) recorded quarterly Common Equity of $5.7 billion in Q1 2026, up 6.38% quarter-over-quarter from $5.3 billion in Q4 2025, and up 82.01% on a YoY basis from $3.1 billion in Q1 2025.

LPL Financial Holdings (LPLA) Common Equity (2009 - 2026) Analysis & Trends

LPL Financial Holdings' Common Equity history runs 18 years deep, the most recent figure standing at $5.7 billion for Q1 2026.

  • In Q1 2026, Common Equity rose 82.01% year-over-year to $5.7 billion; the TTM figure through Mar 2026 stood at $5.7 billion (up 82.01% YoY), while the FY2025 annual figure was $5.3 billion, up 82.37% from the prior year.
  • Common Equity was $5.7 billion for Q1 2026 at LPL Financial Holdings, up from $5.3 billion in the prior quarter.
  • In the past five years, Common Equity ranged from a high of $5.7 billion in Q1 2026 to a low of $1.7 billion in Q1 2022.
  • Historically, Common Equity has averaged $3.0 billion across 5 years, with a median of $2.3 billion in 2024.
  • The sharpest annual moves came in 2023 and 2025: Common Equity retreated 4.09% in 2023, then jumped 101.74% in 2025.
  • A 5-year view of Common Equity shows it stood at $2.2 billion in 2022, then declined by 4.09% to $2.1 billion in 2023, then soared by 40.96% to $2.9 billion in 2024, then soared by 82.37% to $5.3 billion in 2025, then grew by 6.38% to $5.7 billion in 2026.
  • The last three Common Equity figures came in at $5.7 billion (Q1 2026), $5.3 billion (Q4 2025), and $5.0 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Common Equity (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn - -
2 Morgan Stanley 349.82 Bn 216.29 Bn - 114.29 Bn
3 Goldman Sachs 333.85 Bn -603.70 Bn - 122.78 Bn
4 Schwab Charles 160.31 Bn 115.33 Bn - 49.23 Bn
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn 9.69 Bn
6 Interactive Brokers 42.79 Bn 53.38 Bn - 5.59 Bn
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - 5.69 Bn
8 Tradeweb Markets 21.20 Bn 19.96 Bn - 6.62 Bn
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn 2.66 Bn
10 Circle Internet 19.67 Bn 18.16 Bn 35.01 Mn 3.43 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 1.55 Bn