LPL Financial Holdings LPLA
NASDAQ LPLA
$353.78 +6.52 (+1.88%)
At close: Sep 11, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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