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Lpl Financial Holdings Inc (LPLA) Quarterly Balance Sheets

Quarterly · GAAP · USD millions
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Balance sheet performance over multiple periods helps investors evaluate the financial resilience of Lpl Financial Holdings Inc.
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Quarterly Report, GAAP in USD millions
ITEM 		(Jun 30 2026)
(Mar 31 2026) (Dec 31 2025) (Sep 30 2025) (Jun 30 2025)
Assets
Cash & cash equivalent1,275.69
Marketable Securities188.01
Accounts receivable1,238.44
Other Receivables3,889.37
Debt Securities100.32
Equipment/Property/Plant Net1,569.65
Goodwill net2,681.66
Intangibles3,433.60
Long-term investments1,420.17
Deferred Tax Assets, Net AS24.08
Other Assets3,824.89
Deferred Finance Costs, Net DE1245.57
Total Assets19,791.12
Liabilities
Payables to Customers AC0.00
Trading Liabilities, Payables812.16
Taxes Payable, Total75.59
Deferred Revenue, Current DE329.24
Long-term debt7,460.51
Leasehold Financing Obligation276.00
Employee Benefit Plans, Noncurrent1,252.89
Other liabilities, Noncurrent3,827.90
Accrued Commissions And Advisory Fees Payable370.17
Total Liabilities14,034.28
Stockholders' Equity
Common Stock Value0.14
Treasury Stock Value-4,664.67
Additional Paid In Capital Common Stock3,898.69
Retained Earnings / Accumulated Deficit6,522.68
Other Equity0.00
Common Stockholder's Equity5,756.84
Total Stockholder's Equity5,756.84
Liabilities & Stockholder's Equity19,791.12
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About Lpl Financial Holdings Inc Quarterly Balance Sheet

What this statement shows

This page presents issuer-reported balance sheet data, detailing assets, liabilities, and stockholders equity as reported in SEC 10-Q filings and standardized by CSIMarket. The balance sheet reflects the company's financial position at the end of each reporting period.

Source & verification

Last updated

  • Page updated:
  • Data lineage: SEC filings - XBRL extraction - balance-sheet normalization in the CSIMarket.com financial database.
  • Accession: 0001628280-26-051542

Balance sheet figures represent financial position at specific reporting dates and may be revised in subsequent filings.