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| 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 |