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| Date | Value |
|---|---|
| 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 |