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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |