LPL Financial Holdings (LPLA) Invested Capital (2009 - 2026)

LPL Financial Holdings (LPLA) has reported Invested Capital for 18 consecutive years, with $12.9 billion the latest figure, recorded in Q1 2026.

• In Q1 2026, Invested Capital rose 46.05% year-over-year to $12.9 billion; the TTM figure through Mar 2026 stood at $12.9 billion (up 46.05% YoY), while the FY2025 annual figure was $12.6 billion, up 49.59% from the prior year.
• Invested Capital came in at $12.9 billion for Q1 2026 at LPL Financial Holdings, up from $12.6 billion in the prior quarter.
• The five-year high for Invested Capital was $12.9 billion in Q1 2026, with the low at $4.5 billion in Q1 2022.
• Average Invested Capital over 5 years is $7.5 billion, with a median of $6.1 billion recorded in 2024.
• The largest YoY upside for Invested Capital was 189.31% in 2022 against a maximum downside of 6.6% in 2022.
• Year by year, Invested Capital stood at $4.9 billion in 2022, then rose by 19.0% to $5.8 billion in 2023, then soared by 44.94% to $8.4 billion in 2024, then jumped by 49.59% to $12.6 billion in 2025, then advanced by 2.1% to $12.9 billion in 2026.
• According to Business Quant data, Invested Capital over the past three periods registered $12.9 billion, $12.6 billion, and $12.6 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.