Growth Metrics

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

LPL Financial Holdings' quarterly Liabilities and Shareholders Equity came in at $18.8 billion in Q1 2026, up 34.89% year-on-year from $14.0 billion in Q1 2025, and up 1.85% quarter-over-quarter from $18.5 billion in Q4 2025.

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

  • For the quarter ending Q1 2026, Liabilities and Shareholders Equity rose 34.89% year-over-year to $18.8 billion; the trailing twelve-month figure through Mar 2026 stood at $72.8 billion (up 43.58% YoY), and the FY2025 full-year result was $18.5 billion, up 38.86% from the prior year.
  • Liabilities and Shareholders Equity for Q1 2026 stood at $18.8 billion, 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.
  • Year-over-year, Liabilities and Shareholders Equity dropped 2.15% in 2023 and soared 51.9% in 2025.
  • Tracing LPLA's Liabilities and Shareholders Equity over 5 years: stood at $9.5 billion in 2022, then grew by 9.53% to $10.4 billion in 2023, then increased by 28.23% to $13.3 billion in 2024, then surged by 38.86% to $18.5 billion in 2025, then rose by 1.85% to $18.8 billion in 2026.
  • The last three Liabilities and Shareholders Equity figures came in at $18.8 billion (Q1 2026), $18.5 billion (Q4 2025), and $18.0 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 1,581.42 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - 2,060.18 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - 493.32 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn 45.47 Bn
5 Interactive Brokers 39.54 Bn 50.13 Bn - 218.75 Bn
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn 80.54 Bn
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - 18.84 Bn
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn 7.26 Bn
9 Tradeweb Markets 21.29 Bn 20.04 Bn - 8.30 Bn
10 Hut 8 14.71 Bn 14.86 Bn 45.47 Mn 2.61 Bn

Historic Data

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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
Mar 31, 2021 6.62 Bn
Dec 31, 2020 6.60 Bn
Sep 30, 2020 6.09 Bn
Jun 30, 2020 5.91 Bn
Mar 31, 2020 6.11 Bn
Dec 31, 2019 5.88 Bn
Sep 30, 2019 5.74 Bn
Jun 30, 2019 5.36 Bn
Mar 31, 2019 5.49 Bn
Dec 31, 2018 5.48 Bn
Sep 30, 2018 5.29 Bn
Jun 30, 2018 5.22 Bn
Mar 31, 2018 5.35 Bn
Dec 31, 2017 5.36 Bn
Sep 30, 2017 5.06 Bn
Jun 30, 2017 4.79 Bn
Mar 31, 2017 4.76 Bn
Dec 31, 2016 4.83 Bn
Sep 30, 2016 4.61 Bn
Jun 30, 2016 4.61 Bn
Mar 31, 2016 4.57 Bn
Dec 31, 2015 4.52 Bn
Sep 30, 2015 3.98 Bn
Jun 30, 2015 4.04 Bn
Mar 31, 2015 4.06 Bn
Dec 31, 2014 4.04 Bn
Sep 30, 2014 3.92 Bn
Jun 30, 2014 3.89 Bn
Mar 31, 2014 3.93 Bn
Dec 31, 2013 4.04 Bn
Sep 30, 2013 3.91 Bn
Jun 30, 2013 3.92 Bn
Mar 31, 2013 3.81 Bn
Dec 31, 2012 3.99 Bn
Sep 30, 2012 3.68 Bn
Jun 30, 2012 3.60 Bn
Mar 31, 2012 3.77 Bn
Dec 31, 2011 3.82 Bn
Sep 30, 2011 3.65 Bn
Jun 30, 2011 3.66 Bn
Dec 31, 2010 3.65 Bn