LPL Financial Holdings (LPLA) Other Investing Activities (as filed) (2009 - 2026)
LPL Financial Holdings (LPLA) recorded Other Investing Activities of $293.14 million in Q2 2026, up 74.1% from $168.41 million a year earlier and up 43.5% from the prior quarter.
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Analysis
LPL Financial Holdings (LPLA) Other Investing Activities (as filed) (2009 - 2026) Analysis & Trends
On a TTM basis, LPL Financial Holdings' Other Investing Activities came in at $1.77 billion as of Jun 30, 2026, up 57.8% year-over-year; for FY2025, it was $1.72 billion, up 56.8% from FY2024.
- Annual Other Investing Activities has increased for three straight years, with a five-year compound annual growth rate of 50.8% (FY2020 to FY2025).
- Across earlier years, Other Investing Activities came in at $1.09 billion in FY2024 (+85.4%), $590.24 million in FY2023 (+76.5%), $334.46 million in FY2022 (-36.5%) and $526.68 million in FY2021 (+139.6%).
- Quarterly Other Investing Activities has ranged from $29.4 million in Q3 2022 to $1.12 billion in Q3 2025 over the past five years.
- On a year-over-year basis, Other Investing Activities rose in five of the last eight quarters, with growth averaging 71.8%.
- Peak year-over-year performance for Other Investing Activities in the last five years was growth of 923.0% in Q2 2022, against a decline of 71.0% in Q3 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at $204.24 million (Q1 2026), $161.64 million (Q4 2025) and $1.12 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Other investing (as filed) (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 113.65 Bn | 101.99 Bn | 359.20 Mn | - |
| 2 | Bank of New York Mellon | 103.23 Bn | 37.32 Bn | - | 795.00 Mn |
| 3 | Intercontinental Exchange | 99.60 Bn | 93.42 Bn | 1.22 Bn | - |
| 4 | Robinhood Markets | 70.15 Bn | 49.76 Bn | - | -4.71 Bn |
| 5 | Nasdaq | 60.57 Bn | 58.01 Bn | 1.48 Bn | -2.00 Mn |
| 6 | State Street | 47.32 Bn | 43.94 Bn | - | 2.06 Bn |
| 7 | Cboe Global Markets | 39.19 Bn | 29.68 Bn | 712.20 Mn | 450.30 Mn |
| 8 | Interactive Brokers | 37.06 Bn | 20.72 Bn | - | - |
| 9 | Northern Trust | 32.28 Bn | 32.28 Bn | - | 619.60 Mn |
| 10 | LPL Financial Holdings | 22.77 Bn | 18.38 Bn | - | -82.92 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -82.92 Mn |
| Jun 30, 2026 | 7.12 Mn |
| Mar 31, 2026 | 225.77 Mn |
| Dec 31, 2025 | -2.93 Mn |
| Sep 30, 2025 | 111.55 Mn |
| Jun 30, 2025 | 4.22 Mn |
| Mar 31, 2025 | 112.46 Mn |
| Jun 30, 2024 | -4.39 Mn |
| Mar 31, 2024 | 114.01 Mn |
| Dec 31, 2023 | 2.46 Mn |
| Sep 30, 2023 | 1.98 Mn |
| Jun 30, 2023 | -1.85 Mn |
| Mar 31, 2023 | 105.59 Mn |
| Dec 31, 2022 | -1.32 Mn |
| Sep 30, 2022 | 1.88 Mn |
| Jun 30, 2022 | -2.56 Mn |
| Mar 31, 2022 | 92.39 Mn |
| Dec 31, 2021 | -4.73 Mn |
| Sep 30, 2021 | 6.73 Mn |
| Jun 30, 2021 | 5.14 Mn |
API Access
LPL Financial Holdings Other Investing Activities (as filed) API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=other-investing-activities&ticker=LPLA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "other-investing-activities", "ticker": "LPLA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=other-investing-activities&ticker=LPLA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();