LPL Financial Holdings LPLA
NASDAQ LPLA
$353.78 +6.52 (+1.88%)
At close: Sep 11, 2026 · 4:00 PM EDT

LPL Financial Holdings (LPLA) Invested Capital (2010 - 2026)

LPL Financial Holdings (LPLA) posted Invested Capital of $13.2 billion for Q2 2026, up 2.72% on a QoQ basis from $12.9 billion in Q1 2026, and up 7.9% year-over-year from $12.2 billion in Q2 2025.

Analysis

LPL Financial Holdings (LPLA) Invested Capital (2010 - 2026) Analysis & Trends

LPL Financial Holdings has reported Invested Capital for 17 years, with the latest figure at $13.2 billion in Q2 2026.

  • On a quarterly basis, Invested Capital rose 7.9% year-over-year to $13.2 billion in Q2 2026; TTM through Jun 2026 was $13.2 billion, a 7.9% increase from a year earlier, with the FY2025 full-year figure at $12.6 billion, up 49.59% from the prior year.
  • Invested Capital was $13.2 billion for Q2 2026 at LPL Financial Holdings, up from $12.9 billion in the prior quarter.
  • The five-year high for Invested Capital was $13.2 billion in Q2 2026, with the low at $4.5 billion in Q1 2022.
  • Average Invested Capital over 5 years is $7.8 billion, with a median of $6.5 billion recorded in 2024.
  • The sharpest annual moves came in 2022 and 2025: Invested Capital climbed 2.89% in 2022, then jumped 76.04% in 2025.
  • Over 5 years, Invested Capital stood at $4.9 billion in 2022, then grew by 19.0% to $5.8 billion in 2023, then jumped by 44.94% to $8.4 billion in 2024, then surged by 49.59% to $12.6 billion in 2025, then gained by 4.87% to $13.2 billion in 2026.
  • The last three Invested Capital figures came in at $13.2 billion (Q2 2026), $12.9 billion (Q1 2026), and $12.6 billion (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Robinhood Markets 101.20 Bn 83.88 Bn 1.20 Bn 30.08 Bn
2 Interactive Brokers 41.17 Bn -6.79 Bn - 67.67 Bn
3 LPL Financial Holdings 27.86 Bn 25.16 Bn - 13.22 Bn
4 Futu Holdings 15.80 Bn -3.84 Bn 792.50 Mn 6.99 Bn
5 UP Fintech Holding 12.81 Bn 12.81 Bn - 940.01 Mn
6 Xp 10.32 Bn 5.47 Bn 105.39 Mn 7.73 Bn
7 Webull 4.83 Bn 2.90 Bn 85.87 Mn 1.11 Bn
8 eToro 2.53 Bn 1.57 Bn 63.50 Mn -
9 Solowin Holdings 402.47 Mn 383.36 Mn - 28.01 Mn
10 TOP Financial 127.44 Mn 82.47 Mn - 37.64 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 13.22 Bn
Mar 31, 2026 12.87 Bn
Dec 31, 2025 12.60 Bn
Sep 30, 2025 12.56 Bn
Jun 30, 2025 12.25 Bn
Mar 31, 2025 8.81 Bn
Dec 31, 2024 8.43 Bn
Sep 30, 2024 7.21 Bn
Jun 30, 2024 6.96 Bn
Mar 31, 2024 6.12 Bn
Dec 31, 2023 5.81 Bn
Sep 30, 2023 5.22 Bn
Jun 30, 2023 5.12 Bn
Mar 31, 2023 5.04 Bn
Dec 31, 2022 4.88 Bn
Sep 30, 2022 4.72 Bn
Jun 30, 2022 4.56 Bn
Mar 31, 2022 4.46 Bn
Dec 31, 2021 4.48 Bn
Sep 30, 2021 4.53 Bn