LPL Financial Holdings (LPLA) Invested Capital (2009 - 2026)
LPL Financial Holdings' quarterly Invested Capital came in at $12.9 billion in Q1 2026, up 46.05% year-on-year from $8.8 billion in Q1 2025, and up 2.1% quarter-over-quarter from $12.6 billion in Q4 2025.
LPL Financial Holdings has reported Invested Capital for 18 years, with the latest figure at $12.9 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 46.05% year-over-year to $12.9 billion; the trailing twelve-month figure through Mar 2026 stood at $12.9 billion (up 46.05% YoY), and the FY2025 full-year result was $12.6 billion, up 49.59% from the prior year.
- Invested Capital for Q1 2026 stood at $12.9 billion, 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.
- Peak annual rise in Invested Capital reached 189.31% in 2022, while the deepest fall reached 6.6% in 2022.
- Tracing LPLA's Invested Capital over 5 years: 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 rose 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 486.95 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 122.78 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 49.23 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 9.69 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 5.59 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 3.43 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 12.87 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 2.94 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.31 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 | 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 | 1.72 Bn |
| Jun 30, 2021 | 4.28 Bn |
| Mar 31, 2021 | 1.54 Bn |
| Dec 31, 2020 | 3.66 Bn |
| Sep 30, 2020 | 1.31 Bn |
| Jun 30, 2020 | 1.22 Bn |
| Mar 31, 2020 | 1.12 Bn |
| Dec 31, 2019 | 3.42 Bn |
| Sep 30, 2019 | 3.38 Bn |
| Jun 30, 2019 | 3.39 Bn |
| Mar 31, 2019 | 3.38 Bn |
| Dec 31, 2018 | 3.35 Bn |
| Sep 30, 2018 | 3.35 Bn |
| Jun 30, 2018 | 3.39 Bn |
| Mar 31, 2018 | 3.39 Bn |
| Dec 31, 2017 | 3.35 Bn |
| Sep 30, 2017 | 3.33 Bn |
| Jun 30, 2017 | 3.07 Bn |
| Mar 31, 2017 | 3.05 Bn |
| Dec 31, 2016 | 3.00 Bn |
| Sep 30, 2016 | 2.97 Bn |
| Jun 30, 2016 | 2.94 Bn |
| Mar 31, 2016 | 2.91 Bn |
| Dec 31, 2015 | 2.90 Bn |
| Sep 30, 2015 | 2.61 Bn |
| Jun 30, 2015 | 2.64 Bn |
| Mar 31, 2015 | 2.62 Bn |
| Dec 31, 2014 | 2.60 Bn |
| Sep 30, 2014 | 2.59 Bn |
| Jun 30, 2014 | 2.60 Bn |
| Mar 31, 2014 | 2.60 Bn |
| Dec 31, 2013 | 2.64 Bn |
| Sep 30, 2013 | 2.63 Bn |
| Jun 30, 2013 | 2.73 Bn |
| Mar 31, 2013 | 2.50 Bn |
| Dec 31, 2012 | 2.46 Bn |
| Sep 30, 2012 | 2.52 Bn |
| Jun 30, 2012 | 2.56 Bn |
| Mar 31, 2012 | 2.53 Bn |
| Dec 31, 2011 | 2.68 Bn |
| Sep 30, 2011 | 2.63 Bn |
| Jun 30, 2011 | 2.60 Bn |
| Mar 31, 2011 | 1.27 Bn |
| Dec 31, 2010 | 2.56 Bn |
| Sep 30, 2010 | 927.34 Mn |
| Jun 30, 2010 | 897.86 Mn |
| Dec 31, 2009 | 850.88 Mn |