LPL Financial Holdings (LPLA) Equity Average (2010 - 2026)
LPL Financial Holdings' quarterly Equity Average came in at $5.5 billion in Q1 2026, up 82.19% year-on-year from $3.0 billion in Q1 2025, and up 6.19% quarter-over-quarter from $5.2 billion in Q4 2025.
LPL Financial Holdings has reported Equity Average for 17 years, with the latest figure at $5.5 billion in Q1 2026.
- For the quarter ending Q1 2026, Equity Average rose 82.19% year-over-year to $5.5 billion; the trailing twelve-month figure through Mar 2026 stood at $5.5 billion (up 82.19% YoY), and the FY2025 full-year result was $4.1 billion, up 65.19% from the prior year.
- Equity Average for Q1 2026 stood at $5.5 billion, up from $5.2 billion in the prior quarter.
- The five-year high for Equity Average was $5.5 billion in Q1 2026, with the low at $1.7 billion in Q1 2022.
- Average Equity Average over 5 years is $2.9 billion, with a median of $2.2 billion recorded in 2023.
- Year-over-year, Equity Average decreased 0.27% in 2024 and surged 91.36% in 2025.
- Tracing LPLA's Equity Average over 5 years: stood at $2.1 billion in 2022, then climbed by 0.06% to $2.1 billion in 2023, then soared by 36.76% to $2.9 billion in 2024, then surged by 82.16% to $5.2 billion in 2025, then increased by 6.19% to $5.5 billion in 2026.
- The last three Equity Average figures came in at $5.5 billion (Q1 2026), $5.2 billion (Q4 2025), and $5.1 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 113.51 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 123.88 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 49.33 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 9.42 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 13.03 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 3.38 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 5.52 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 2.59 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.25 Bn |
| 10 | Hut 8 | 14.71 Bn | 14.86 Bn | 45.47 Mn | 1.69 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 5.52 Bn |
| Dec 31, 2025 | 5.19 Bn |
| Sep 30, 2025 | 5.06 Bn |
| Jun 30, 2025 | 4.10 Bn |
| Mar 31, 2025 | 3.03 Bn |
| Dec 31, 2024 | 2.85 Bn |
| Sep 30, 2024 | 2.64 Bn |
| Jun 30, 2024 | 2.39 Bn |
| Mar 31, 2024 | 2.17 Bn |
| Dec 31, 2023 | 2.08 Bn |
| Sep 30, 2023 | 2.11 Bn |
| Jun 30, 2023 | 2.16 Bn |
| Mar 31, 2023 | 2.18 Bn |
| Dec 31, 2022 | 2.08 Bn |
| Sep 30, 2022 | 1.92 Bn |
| Jun 30, 2022 | 1.79 Bn |
| Mar 31, 2022 | 1.70 Bn |
| Dec 31, 2021 | 1.64 Bn |
| Sep 30, 2021 | 1.59 Bn |
| Jun 30, 2021 | 1.49 Bn |
| Mar 31, 2021 | 1.37 Bn |
| Dec 31, 2020 | 1.26 Bn |
| Sep 30, 2020 | 1.16 Bn |
| Jun 30, 2020 | 1.06 Bn |
| Mar 31, 2020 | 1.02 Bn |
| Dec 31, 2019 | 1.02 Bn |
| Sep 30, 2019 | 1.02 Bn |
| Jun 30, 2019 | 1.02 Bn |
| Mar 31, 2019 | 991.88 Mn |
| Dec 31, 2018 | 976.77 Mn |
| Sep 30, 2018 | 993.08 Mn |
| Jun 30, 2018 | 1.01 Bn |
| Mar 31, 2018 | 986.75 Mn |
| Dec 31, 2017 | 952.79 Mn |
| Sep 30, 2017 | 916.83 Mn |
| Jun 30, 2017 | 881.68 Mn |
| Mar 31, 2017 | 845.63 Mn |
| Dec 31, 2016 | 806.06 Mn |
| Sep 30, 2016 | 772.56 Mn |
| Jun 30, 2016 | 738.52 Mn |
| Mar 31, 2016 | 719.33 Mn |
| Dec 31, 2015 | 830.50 Mn |
| Sep 30, 2015 | 944.24 Mn |
| Jun 30, 2015 | 961.32 Mn |
| Mar 31, 2015 | 975.58 Mn |
| Dec 31, 2014 | 1.02 Bn |
| Sep 30, 2014 | 1.07 Bn |
| Jun 30, 2014 | 1.07 Bn |
| Mar 31, 2014 | 1.08 Bn |
| Dec 31, 2013 | 1.10 Bn |
| Sep 30, 2013 | 1.14 Bn |
| Jun 30, 2013 | 1.19 Bn |
| Mar 31, 2013 | 1.17 Bn |
| Dec 31, 2012 | 1.17 Bn |
| Sep 30, 2012 | 1.21 Bn |
| Jun 30, 2012 | 1.20 Bn |
| Mar 31, 2012 | 1.26 Bn |
| Dec 31, 2011 | 1.32 Bn |
| Sep 30, 2011 | 1.28 Bn |
| Jun 30, 2011 | 1.26 Bn |
| Mar 31, 2011 | 1.22 Bn |
| Dec 31, 2010 | 1.05 Bn |
| Sep 30, 2010 | 912.60 Mn |
| Jun 30, 2010 | 874.37 Mn |