LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2026)
LPL Financial Holdings (LPLA) posted Short-term Investments of $1.4 billion for Q2 2026, down 14.23% on a QoQ basis from $1.7 billion in Q1 2026, and down 11.86% year-over-year from $1.6 billion in Q2 2025.
Analysis
LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2026) Analysis & Trends
LPL Financial Holdings has reported Short-term Investments for 17 years, with the latest figure at $1.4 billion in Q2 2026.
- On a quarterly basis, Short-term Investments fell 11.86% year-over-year to $1.4 billion in Q2 2026; TTM through Jun 2026 was $1.4 billion, a 11.86% decrease from a year earlier, with the FY2025 full-year figure at $1.8 billion, up 12.2% from the prior year.
- Short-term Investments was $1.4 billion for Q2 2026 at LPL Financial Holdings, down from $1.7 billion in the prior quarter.
- The five-year high for Short-term Investments was $2.3 billion in Q3 2022, with the low at $645.0 million in Q1 2022.
- Average Short-term Investments over 5 years is $1.6 billion, with a median of $1.6 billion recorded in 2023.
- The largest YoY upside for Short-term Investments was 180.2% in 2023 against a maximum downside of 39.59% in 2023.
- Over 5 years, Short-term Investments stood at $2.2 billion in 2022, then decreased by 8.73% to $2.0 billion in 2023, then declined by 20.43% to $1.6 billion in 2024, then climbed by 12.2% to $1.8 billion in 2025, then declined by 20.75% to $1.4 billion in 2026.
- The last three Short-term Investments figures came in at $1.4 billion (Q2 2026), $1.7 billion (Q1 2026), and $1.8 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Robinhood Markets | 101.20 Bn | 83.88 Bn | 1.20 Bn |
| 2 | Interactive Brokers | 41.17 Bn | -6.79 Bn | - |
| 3 | LPL Financial Holdings | 27.86 Bn | 25.16 Bn | - |
| 4 | Futu Holdings | 15.80 Bn | -3.84 Bn | 792.50 Mn |
| 5 | UP Fintech Holding | 12.81 Bn | 12.81 Bn | - |
| 6 | Xp | 10.32 Bn | 5.47 Bn | 105.39 Mn |
| 7 | Webull | 4.83 Bn | 2.90 Bn | 85.87 Mn |
| 8 | eToro | 2.53 Bn | 1.57 Bn | 63.50 Mn |
| 9 | Solowin Holdings | 402.47 Mn | 383.36 Mn | - |
| 10 | TOP Financial | 127.44 Mn | 82.47 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.42 Bn |
| Mar 31, 2026 | 1.66 Bn |
| Dec 31, 2025 | 1.79 Bn |
| Sep 30, 2025 | 1.25 Bn |
| Jun 30, 2025 | 1.61 Bn |
| Mar 31, 2025 | 1.51 Bn |
| Dec 31, 2024 | 1.60 Bn |
| Sep 30, 2024 | 1.38 Bn |
| Jun 30, 2024 | 1.53 Bn |
| Mar 31, 2024 | 1.61 Bn |
| Dec 31, 2023 | 2.01 Bn |
| Sep 30, 2023 | 1.37 Bn |
| Jun 30, 2023 | 1.55 Bn |
| Mar 31, 2023 | 1.81 Bn |
| Dec 31, 2022 | 2.20 Bn |
| Sep 30, 2022 | 2.27 Bn |
| Jun 30, 2022 | 863.50 Mn |
| Mar 31, 2022 | 644.99 Mn |
| Dec 31, 2021 | 1.50 Bn |
| Sep 30, 2021 | 811.72 Mn |