LPL Financial Holdings (LPLA) Liabilities and Shareholders Equity (2010 - 2026)

LPL Financial Holdings (LPLA) posted quarterly Liabilities and Shareholders Equity of $18.8 billion for Q1 2026, up 34.89% year-over-year from $14.0 billion in Q1 2025, and up 1.85% on a QoQ basis from $18.5 billion in Q4 2025.

LPL Financial Holdings (LPLA) Liabilities and Shareholders Equity (2010 - 2026) Analysis & Trends

LPL Financial Holdings (LPLA) has reported Liabilities and Shareholders Equity for 17 consecutive years, with $18.8 billion the latest figure, recorded in Q1 2026.

  • In Q1 2026, Liabilities and Shareholders Equity rose 34.89% year-over-year to $18.8 billion; the TTM figure through Mar 2026 stood at $72.8 billion (up 43.58% YoY), while the FY2025 annual figure was $18.5 billion, up 38.86% from the prior year.
  • Liabilities and Shareholders Equity came in at $18.8 billion for Q1 2026 at LPL Financial Holdings, up from $18.5 billion in the prior quarter.
  • The five-year high for Liabilities and Shareholders Equity was $18.8 billion in Q1 2026, with the low at $7.7 billion in Q2 2022.
  • Average Liabilities and Shareholders Equity over 5 years is $12.2 billion, with a median of $11.0 billion recorded in 2024.
  • Across the five-year window, Liabilities and Shareholders Equity declined 2.15% in 2023 and jumped 51.9% in 2025, its largest moves.
  • Year by year, Liabilities and Shareholders Equity stood at $9.5 billion in 2022, then rose by 9.53% to $10.4 billion in 2023, then gained by 28.23% to $13.3 billion in 2024, then jumped by 38.86% to $18.5 billion in 2025, then advanced by 1.85% to $18.8 billion in 2026.
  • According to Business Quant data, Liabilities and Shareholders Equity over the past three periods registered $18.8 billion, $18.5 billion, and $18.0 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 1,581.42 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 2,060.18 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 493.32 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 29.37 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 45.47 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 18.84 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 8.30 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 80.54 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 7.26 Bn
10 Evercore 13.30 Bn 11.58 Bn 1.38 Bn 4.31 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 18.84 Bn
Dec 31, 2025 18.49 Bn
Sep 30, 2025 18.03 Bn
Jun 30, 2025 17.47 Bn
Mar 31, 2025 13.96 Bn
Dec 31, 2024 13.32 Bn
Sep 30, 2024 11.94 Bn
Jun 30, 2024 11.50 Bn
Mar 31, 2024 11.02 Bn
Dec 31, 2023 10.39 Bn
Sep 30, 2023 9.49 Bn
Jun 30, 2023 9.39 Bn
Mar 31, 2023 9.17 Bn
Dec 31, 2022 9.48 Bn
Sep 30, 2022 9.70 Bn
Jun 30, 2022 7.74 Bn
Mar 31, 2022 7.77 Bn
Dec 31, 2021 7.99 Bn
Sep 30, 2021 7.56 Bn
Jun 30, 2021 7.22 Bn