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

LPL Financial Holdings' Invested Capital history runs 18 years deep, the most recent figure standing at $12.9 billion for 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 was $12.9 billion for Q1 2026 at LPL Financial Holdings, up from $12.6 billion in the prior quarter.
• In the past five years, Invested Capital ranged from a high of $12.9 billion in Q1 2026 to a low of $4.5 billion in Q1 2022.
• Historically, Invested Capital has averaged $7.5 billion across 5 years, with a median of $6.1 billion in 2024.
• Biggest YoY gain for Invested Capital was 189.31% in 2022; the steepest drop was 6.6% in 2022.
• A 5-year view of Invested Capital shows it stood at $4.9 billion in 2022, then climbed 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 increased by 2.1% to $12.9 billion in 2026.
• The last three Invested Capital figures came in at $12.9 billion (Q1 2026), $12.6 billion (Q4 2025), and $12.6 billion (Q3 2025), per Business Quant data.