LPL Financial Holdings annual shareholders’ equity
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LPL Financial Holdings Shareholders’ Equity Growth & History (LPLA)
LPL Financial Holdings's shareholders’ equity was $5.34B for fiscal 2025.
View full LPL Financial Holdings company overviewLPL Financial Holdings annual shareholders’ equity history
| Fiscal year | Period ended | Shareholders’ equity | Change | Growth |
|---|---|---|---|---|
| 2025 | 2025-12-31 | $5.34B | $2.41B | +82.37% |
| 2024 | 2024-12-31 | $2.93B | $851.6M | +40.96% |
| 2023 | 2023-12-31 | $2.08B | −$88.6M | −4.09% |
| 2022 | 2022-12-31 | $2.17B | $497.0M | +29.75% |
| 2021 | 2021-12-31 | $1.67B | $355.7M | +27.05% |
| 2020 | 2020-12-31 | $1.31B | $291.0M | +28.42% |
| 2019 | 2019-12-31 | $1.02B | $49.8M | +5.11% |
| 2018 | 2018-12-31 | $974.1M | $9.1M | +0.94% |
| 2017 | 2017-12-31 | $965.0M | $144.0M | +17.54% |
| 2016 | 2016-12-31 | $821.0M | $105.4M | +14.73% |
| 2015 | 2015-12-31 | $715.6M | −$256.0M | −26.35% |
| 2014 | 2014-12-31 | $971.6M | −$128.4M | −11.67% |
| 2013 | 2013-12-31 | $1.10B | −$40.0M | −3.51% |
| 2012 | 2012-12-31 | $1.14B | −$204.7M | −15.22% |
| 2011 | 2011-12-31 | $1.34B | $171.0M | +14.57% |
| 2010 | 2010-12-31 | $1.17B | $322.9M | +37.95% |
| 2009 | 2009-12-31 | $850.9M | — | — |
LPL Financial Holdings quarterly shareholders’ equity
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| Fiscal quarter | Period ended | Shareholders’ equity | Change | YoY change |
|---|---|---|---|---|
| Q2 2026 | 2026-06-30 | $5.76B | $682.4M | +13.45% |
| Q1 2026 | 2026-03-31 | $5.69B | $2.56B | +82.01% |
| Q4 2025 | 2025-12-31 | $5.34B | $2.41B | +82.37% |
| Q3 2025 | 2025-09-30 | $5.04B | $2.27B | +81.94% |
| Q2 2025 | 2025-06-30 | $5.07B | $2.56B | +101.74% |
| Q1 2025 | 2025-03-31 | $3.12B | $853.9M | +37.62% |
| Q4 2024 | 2024-12-31 | $2.93B | $851.6M | +40.96% |
| Q3 2024 | 2024-09-30 | $2.77B | $681.2M | +32.58% |
| Q2 2024 | 2024-06-30 | $2.52B | $393.3M | +18.53% |
| Q1 2024 | 2024-03-31 | $2.27B | $76.9M | +3.51% |
| Q4 2023 | 2023-12-31 | $2.08B | −$88.6M | −4.09% |
| Q3 2023 | 2023-09-30 | $2.09B | $91.1M | +4.55% |
| Q2 2023 | 2023-06-30 | $2.12B | $278.0M | +15.08% |
| Q1 2023 | 2023-03-31 | $2.19B | $457.9M | +26.39% |
| Q4 2022 | 2022-12-31 | $2.17B | $497.0M | +29.75% |
| Q3 2022 | 2022-09-30 | $2.00B | $383.1M | +23.70% |
| Q2 2022 | 2022-06-30 | $1.84B | $289.1M | +18.60% |
| Q1 2022 | 2022-03-31 | $1.74B | $300.7M | +20.96% |
| Q4 2021 | 2021-12-31 | $1.67B | $355.7M | +27.05% |
| Q3 2021 | 2021-09-30 | $1.62B | $408.9M | +33.87% |
| Q2 2021 | 2021-06-30 | $1.55B | $447.4M | +40.40% |
| Q1 2021 | 2021-03-31 | $1.43B | $423.0M | +41.82% |
| Q4 2020 | 2020-12-31 | $1.31B | $291.0M | +28.42% |
| Q3 2020 | 2020-09-30 | $1.21B | $187.5M | +18.38% |
| Q2 2020 | 2020-06-30 | $1.11B | $82.4M | +8.04% |
| Q1 2020 | 2020-03-31 | $1.01B | $1.7M | +0.16% |
| Q4 2019 | 2019-12-31 | $1.02B | $49.8M | +5.11% |
| Q3 2019 | 2019-09-30 | $1.02B | $40.5M | +4.13% |
| Q2 2019 | 2019-06-30 | $1.03B | $18.4M | +1.83% |
| Q1 2019 | 2019-03-31 | $1.01B | $1.2M | +0.12% |
| Q4 2018 | 2018-12-31 | $974.1M | $9.1M | +0.94% |
| Q3 2018 | 2018-09-30 | $979.5M | $38.9M | +4.14% |
| Q2 2018 | 2018-06-30 | $1.01B | $113.6M | +12.72% |
| Q1 2018 | 2018-03-31 | $1.01B | $138.2M | +15.88% |
| Q4 2017 | 2017-12-31 | $965.0M | $144.0M | +17.54% |
| Q3 2017 | 2017-09-30 | $940.6M | $149.4M | +18.89% |
| Q2 2017 | 2017-06-30 | $893.1M | $139.1M | +18.45% |
| Q1 2017 | 2017-03-31 | $870.3M | $147.2M | +20.36% |
| Q4 2016 | 2016-12-31 | $821.0M | $105.4M | +14.73% |
| Q3 2016 | 2016-09-30 | $791.1M | −$154.3M | −16.32% |
| Q2 2016 | 2016-06-30 | $754.0M | −$189.1M | −20.05% |
| Q1 2016 | 2016-03-31 | $723.1M | −$256.5M | −26.19% |
| Q4 2015 | 2015-12-31 | $715.6M | −$256.0M | −26.35% |
| Q3 2015 | 2015-09-30 | $945.4M | −$118.0M | −11.09% |
| Q2 2015 | 2015-06-30 | $943.1M | −$125.5M | −11.74% |
| Q1 2015 | 2015-03-31 | $979.6M | −$89.0M | −8.33% |
| Q4 2014 | 2014-12-31 | $971.6M | −$128.4M | −11.67% |
| Q3 2014 | 2014-09-30 | $1.06B | −$28.3M | −2.59% |
| Q2 2014 | 2014-06-30 | $1.07B | −$117.9M | −9.94% |
| Q1 2014 | 2014-03-31 | $1.07B | −$121.4M | −10.20% |
| Q4 2013 | 2013-12-31 | $1.10B | −$40.0M | −3.51% |
| Q3 2013 | 2013-09-30 | $1.09B | −$101.6M | −8.52% |
| Q2 2013 | 2013-06-30 | $1.19B | −$32.9M | −2.70% |
| Q1 2013 | 2013-03-31 | $1.19B | $13.4M | +1.14% |
| Q4 2012 | 2012-12-31 | $1.14B | −$204.7M | −15.22% |
| Q3 2012 | 2012-09-30 | $1.19B | −$104.1M | −8.03% |
| Q2 2012 | 2012-06-30 | $1.22B | −$44.1M | −3.49% |
| Q1 2012 | 2012-03-31 | $1.18B | — | — |
| Q4 2011 | 2011-12-31 | $1.34B | $171.0M | +14.57% |
| Q3 2011 | 2011-09-30 | $1.30B | — | — |
| Q2 2011 | 2011-06-30 | $1.26B | — | — |
| Q4 2010 | 2010-12-31 | $1.17B | — | — |
LPL Financial Holdings shareholders’ equity trends
Over the last five fiscal years, LPL Financial Holdings's shareholders’ equity increased from $1.31B to $5.34B, a change of $4.03B. The latest reported quarter, Q2 2026, shows $5.76B.
About the metric
What shareholders’ equity means
Shareholders’ equity is the residual accounting value attributable to shareholders after liabilities are subtracted from assets. It can change through earnings, losses, dividends, share issuance, repurchases, and other comprehensive income.
Calculation and source
SEC-reported shareholders’ equity
TickerStat standardizes stockholders’ or shareholders’ equity reported in company SEC filings at each balance-sheet date. Negative equity is retained because it can be economically meaningful. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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