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Buy Day today: Neutral (54) Mixed market breadth · no major macro event
LPLA

LPL Financial Holdings Inc

Financial Services · Capital Markets

332.40$ +0.1% vs. previous close Closing price · As of: Oct 6, 2026

Statements

Balance Sheet

LPL Financial Holdings Inc (LPLA) by the numbers: income statement, balance sheet and cash flow, by year or by quarter. In the most recent period (Q2 26), "Total Assets" came in at 19,791 million USD. Tick rows to compare them in a chart.

Income Statement Balance Sheet Cash Flow Ratios
Annual Quarterly
Amounts Change % Common size %
Last 12 Full history
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All figures in millions of USD.

Tick rows to compare them in a chart (up to 4)

Balance Sheet LPLA
Line item Q3 16 Q4 16 Q1 17 Q2 17 Q3 17 Q4 17 Q1 18 Q2 18 Q3 18 Q4 18 Q1 19 Q2 19 Q3 19 Q4 19 Q1 20 Q2 20 Q3 20 Q4 20 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 Q3 22 Q4 22 Q1 23 Q2 23 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26
4,610 4,835 4,762 4,790 5,058 5,359 5,348 5,223 5,290 5,477 5,492 5,364 5,741 5,880 6,111 5,906 6,091 6,596 6,615 7,220 7,556 7,992 7,773 7,736 9,696 9,482 9,168 9,392 9,487 10,385 11,018 11,504 11,942 13,317 13,963 17,474 18,032 18,493 18,835 19,791
2,292 1,516 2,407 1,479 1,333 2,645 820 818 2,584 2,723 2,603 2,460 2,813 2,888 3,142 2,894 3,046 3,454 3,422 3,730 4,040 1,758 4,245 2,068 2,621 2,143 1,103 2,078 5,142 5,692 6,180 6,346 6,574 6,815 7,343 10,579 8,778 8,814 8,973 8,484
787 748 797 945 578 811 820 818 769 511 677 404 930 590 418 845 801 809 839 907 978 495 1,010 700 1,219 848 470 761 799 466 1,102 1,319 1,475 967 1,229 4,185 1,344 1,037 2,906 2,696
800 748 810 945 578 823 820 818 801 521 706 433 963 616 432 865 815 818 873 922 995 495 1,028 700 1,219 848 521 761 835 542 1,146 1,395 1,571 1,009 1,352 4,310 1,543 1,129 2,906 2,696
842 706 870 675 785 989 846 792 1,147 1,127 1,140 1,257 1,256 1,370 1,404 1,364 1,469 1,525 1,617 1,968 2,128 1,263 2,337 1,368 1,401 1,296 1,329 1,317 2,715 2,862 3,132 3,160 3,391 3,894 4,133 4,327 5,576 5,759 6,067 5,555
-12 11 -9.9 14 13 -11 16 24 -28 -9.7 -24 -24 -13 -26 -8.7 -15 -8.7 0.0 -28 -11 -13 4,304 -13 -35 -21 0.0 -13 -35 -36 – -15 -45 -15 – – – – – – –
373 387 387 392 402 413 411 432 441 461 473 486 504 533 543 556 571 583 589 698 721 659 686 726 751 407 816 850 – – – – – – – – – – – –
1,366 1,366 1,366 1,366 1,366 1,428 1,477 1,477 1,477 1,490 1,490 1,490 1,503 1,504 1,504 1,504 1,504 1,514 1,514 1,647 1,641 1,642 1,642 1,642 1,642 1,642 1,766 1,772 1,772 1,857 1,841 1,860 1,868 2,173 2,213 2,213 2,675 2,645 2,659 2,682
363 354 345 335 326 414 514 498 482 484 468 452 456 440 423 407 409 397 384 486 471 455 434 433 428 428 580 606 641 672 691 783 782 1,483 1,571 1,641 3,303 3,331 3,414 3,434
3,819 4,014 3,892 3,897 4,118 4,394 4,340 4,217 4,310 4,503 4,482 4,339 4,721 4,856 5,099 4,798 4,883 5,281 5,181 5,665 5,939 6,321 6,038 5,892 7,696 7,315 6,975 7,270 7,397 8,307 8,748 8,988 9,170 10,387 10,839 12,399 12,989 13,148 13,150 14,034
1,498 67 1,578 99 85 1,600 120 110 1,814 1,715 1,839 1,702 2,088 1,903 2,497 2,201 2,290 2,216 2,604 2,697 2,975 644 2,442 519 561 596 510 577 3,280 3,568 3,886 3,086 3,198 4,195 3,351 3,487 3,926 3,642 370 3,450
– 2,281 – 2,284 2,497 2,493 2,488 2,484 – – 6.0 184 6.9 45 116 15 7.4 – 23 – – 90 – 352 411 458 135 287 412 280 401 211 – 1,047 – – 344 – 370 –
1,134 449 1,192 433 457 1,064 510 535 1,346 1,080 1,325 1,257 1,692 1,219 1,901 1,643 1,824 1,933 2,076 2,186 2,384 554 2,049 519 561 596 510 577 2,487 2,915 3,046 2,638 2,736 2,616 2,777 2,920 2,961 3,280 3,170 812
2,285 2,175 2,183 2,179 2,388 2,478 2,382 2,378 2,375 2,372 2,369 2,363 2,360 2,399 2,468 2,350 2,348 2,345 2,333 2,727 2,726 2,814 2,722 2,721 2,719 2,717 2,851 3,001 3,124 3,734 3,453 4,443 4,442 4,448 5,687 7,175 7,177 7,180 7,182 7,185
791 821 870 893 941 965 1,008 1,007 979 974 1,010 1,025 1,020 1,024 1,011 1,108 1,207 1,315 1,434 1,555 1,616 1,671 1,735 1,844 2,000 2,168 2,193 2,122 2,091 2,079 2,270 2,515 2,772 2,931 3,124 5,074 5,043 5,344 5,686 5,757
551 570 595 641 677 718 789 886 971 1,070 1,210 1,336 1,448 1,555 1,684 1,766 1,850 1,943 2,053 2,154 2,238 2,328 2,443 2,585 2,800 3,101 3,419 3,683 3,887 4,085 4,354 4,579 4,815 5,067 5,366 5,620 5,570 5,851 6,167 6,523
90 91 92 92 92 92 93 92 90 88 87 85 84 83 81 80 81 81 82 82 82 82 82 81 81 81 80 78 77 76 75 76 75 75 75 78 80 80 80 80

Showing the most recent 40 periods — older statements are on file for this stock.

Data as of: October 6, 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.

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