LPL Financial Holdings (LPLA) Liabilities and Shareholders Equity (2010 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Liabilities and Shareholders Equity of $19.8 billion for Q2 2026, up 13.26% year-over-year from $17.5 billion in Q2 2025, and up 5.07% on a QoQ basis from $18.8 billion in Q1 2026.
LPL Financial Holdings (LPLA) Liabilities and Shareholders Equity (2010 - 2026) Analysis & Trends
LPL Financial Holdings has reported Liabilities and Shareholders Equity for 17 years, with the latest figure at $19.8 billion in Q2 2026.
- Liabilities and Shareholders Equity for Q2 2026 came in at $19.8 billion, up 13.26% year-over-year; the trailing twelve-month figure through Jun 2026 was $75.2 billion (up 32.55% YoY), and the FY2025 annual result was $18.5 billion, up 38.86% from the prior year.
- Liabilities and Shareholders Equity rose to $19.8 billion in Q2 2026, from $18.8 billion in the prior quarter.
- Over five years, Liabilities and Shareholders Equity peaked at $19.8 billion in Q2 2026 and troughed at $7.7 billion in Q2 2022.
- A 5-year average of $12.6 billion and a median of $11.3 billion in 2024 frame the typical range for Liabilities and Shareholders Equity.
- The widest annual swing landed in 2023, when Liabilities and Shareholders Equity declined 2.15%; it then jumped 51.9% in 2025.
- A 5-year view of Liabilities and Shareholders Equity shows it stood at $9.5 billion in 2022, then advanced by 9.53% to $10.4 billion in 2023, then climbed by 28.23% to $13.3 billion in 2024, then soared by 38.86% to $18.5 billion in 2025, then rose by 7.02% to $19.8 billion in 2026.
- Per Business Quant data, the three most recent Liabilities and Shareholders Equity figures were $19.8 billion in Q2 2026, $18.8 billion in Q1 2026, and $18.5 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 1,675.06 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 2,127.71 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 493.32 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 29.37 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 56.55 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 7.26 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 40.41 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 218.75 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 19.79 Bn |
| 10 | Tradeweb Markets | 23.53 Bn | 22.17 Bn | - | 8.25 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 19.79 Bn |
| 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 |