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 338.83 Bn 205.30 Bn - 117.44 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 122.74 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 49.23 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 5.18 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 9.54 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 2.66 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 38.70 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 21.26 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 5.76 Bn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 7.34 Bn

Historic Data

Download Data
DateValue
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