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| Date | Value |
|---|---|
| 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 |