CSI Market
Sign In | Register

Lpl Financial Holdings Inc (LPLA) Quarterly Balance Sheets

Quarterly · GAAP · USD millions
Access LPLA Annual Balance Sheets →
Balance sheet performance over multiple periods helps investors evaluate the financial resilience of Lpl Financial Holdings Inc.
View historic periods: Download as CSV:
Download as CSV
Commercial Data Licensing & OEM
Annual commercial subscriptions for corporate use, internal BI systems, management reporting, AI integration, and client-facing platforms
API & Data Feeds
Programmatic access to normalized fundamentals & ratios.

API endpoints for this dataset

https://api.csimarket.com/api/v1/companies/LPLA/balance-sheets
https://api.csimarket.com/api/v1/companies/LPLA/fundamentals
https://api.csimarket.com/api/v1/companies/LPLA/fundamentals?mode=as_of&as_of=YYYY-MM-DD
Programmatic access for models, analytics, and integration workflows.
Explore the Financial Data API
Balance Sheet API Point-in-Time Financial Fundamentals API API Server API Docs API Discovery
Connect Your AI Assistant
How to Connect Your AI Assistant to CSIMarket MCP MCP Server
Access this full dataset via API
Free sample Full docs All endpoints
Quarterly Report, GAAP in USD millions
ITEM 		(Sep 30 2026)
(Jun 30 2026) (Mar 31 2026) (Dec 31 2025) (Sep 30 2025)
Assets
Cash & cash equivalent1,059.02
Marketable Securities140.28
Accounts receivable1,230.39
Other Receivables3,979.82
Debt Securities100.32
Equipment/Property/Plant Net1,681.64
Goodwill net2,699.75
Intangibles3,472.23
Long-term investments1,694.09
Deferred Tax Assets, Net AS20.28
Other Assets3,698.60
Deferred Finance Costs, Net DE1194.53
Total Assets19,870.62
Liabilities
Payables to Customers AC0.00
Trading Liabilities, Payables782.31
Taxes Payable, Total90.42
Deferred Revenue, Current DE317.09
Long-term debt7,802.92
Leasehold Financing Obligation616.00
Employee Benefit Plans, Noncurrent1,291.52
Other liabilities, Noncurrent3,158.04
Accrued Commissions And Advisory Fees Payable370.17
Total Liabilities14,058.30
Stockholders' Equity
Common Stock Value0.14
Treasury Stock Value-4,968.08
Additional Paid In Capital Common Stock3,924.64
Retained Earnings / Accumulated Deficit6,855.63
Other Equity0.00
Common Stockholder's Equity5,812.32
Total Stockholder's Equity5,812.32
Liabilities & Stockholder's Equity19,870.62
4 historic quarters locked

Sign in to unlock the full Lpl Financial Holdings Inc balance sheet history.

Sign In Create Free Account

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: 0001628280-26-068226

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

Get the full CSIMarket dataset: Subscribe API Connect Your AI