LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2026)

LPL Financial Holdings has reported Short-term Investments for 17 years, with the latest figure at $1.4 billion in Q2 2026.

• Short-term Investments for Q2 2026 came in at $1.4 billion, down 11.86% year-over-year; the trailing twelve-month figure through Jun 2026 was $1.4 billion (down 11.86% YoY), and the FY2025 annual result was $1.8 billion, up 12.2% from the prior year.
• Short-term Investments eased to $1.4 billion in Q2 2026, from $1.7 billion in the prior quarter.
• Over five years, Short-term Investments peaked at $2.3 billion in Q3 2022 and troughed at $645.0 million in Q1 2022.
• A 5-year average of $1.6 billion and a median of $1.6 billion in 2023 frame the typical range for Short-term Investments.
• The largest YoY upside for Short-term Investments was 180.2% in 2023 against a maximum downside of 39.59% in 2023.
• A 5-year view of Short-term Investments shows it stood at $2.2 billion in 2022, then fell by 8.73% to $2.0 billion in 2023, then slipped by 20.43% to $1.6 billion in 2024, then gained by 12.2% to $1.8 billion in 2025, then slipped by 20.75% to $1.4 billion in 2026.
• Per Business Quant data, the three most recent Short-term Investments figures were $1.4 billion in Q2 2026, $1.7 billion in Q1 2026, and $1.8 billion in Q4 2025.