LPLA
LPL Financial Holdings Inc
316.40$
+1.4%
vs. previous close
Closing price · As of: Oct 2, 2026
Statements
Balance Sheet
All figures as a percentage of total assets in the same period.
Tick rows to compare them in a chart (up to 4)
| Line item | Q3 23 | Q4 23 | Q1 24 | Q2 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 | Q3 25 | Q4 25 | Q1 26 | Q2 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | |
| 54.2% | 54.8% | 56.1% | 55.2% | 55.1% | 51.2% | 52.6% | 60.5% | 48.7% | 47.7% | 47.6% | 42.9% | |
| 8.4% | 4.5% | 10.0% | 11.5% | 12.4% | 7.3% | 8.8% | 24.0% | 7.5% | 5.6% | 15.4% | 13.6% | |
| 8.8% | 5.2% | 10.4% | 12.1% | 13.2% | 7.6% | 9.7% | 24.7% | 8.6% | 6.1% | 15.4% | 13.6% | |
| 28.6% | 27.6% | 28.4% | 27.5% | 28.4% | 29.2% | 29.6% | 24.8% | 30.9% | 31.1% | 32.2% | 28.1% | |
| -0.4% | – | -0.1% | -0.4% | -0.1% | – | – | – | – | – | – | – | |
| 18.7% | 17.9% | 16.7% | 16.2% | 15.6% | 16.3% | 15.8% | 12.7% | 14.8% | 14.3% | 14.1% | 13.5% | |
| 6.8% | 6.5% | 6.3% | 6.8% | 6.6% | 11.1% | 11.2% | 9.4% | 18.3% | 18.0% | 18.1% | 17.3% | |
| 78.0% | 80.0% | 79.4% | 78.1% | 76.8% | 78.0% | 77.6% | 71.0% | 72.0% | 71.1% | 69.8% | 70.9% | |
| 34.6% | 34.4% | 35.3% | 26.8% | 26.8% | 31.5% | 24.0% | 20.0% | 21.8% | 19.7% | 2.0% | 17.4% | |
| 4.3% | 2.7% | 3.6% | 1.8% | – | 7.9% | – | – | 1.9% | – | 2.0% | – | |
| 26.2% | 28.1% | 27.6% | 22.9% | 22.9% | 19.6% | 19.9% | 16.7% | 16.4% | 17.7% | 16.8% | 4.1% | |
| 32.9% | 36.0% | 31.3% | 38.6% | 37.2% | 33.4% | 40.7% | 41.1% | 39.8% | 38.8% | 38.1% | 36.3% | |
| 22.0% | 20.0% | 20.6% | 21.9% | 23.2% | 22.0% | 22.4% | 29.0% | 28.0% | 28.9% | 30.2% | 29.1% | |
| 41.0% | 39.3% | 39.5% | 39.8% | 40.3% | 38.0% | 38.4% | 32.2% | 30.9% | 31.6% | 32.7% | 33.0% | |
| 0.8% | 0.7% | 0.7% | 0.7% | 0.6% | 0.6% | 0.5% | 0.4% | 0.4% | 0.4% | 0.4% | 0.4% |
Data as of: October 2, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.