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.
Quarterly Report, GAAP in USD millions
ITEM
(Mar 31 2026)
(Dec 31 2025) (Sep 30 2025) (Jun 30 2025) (Mar 31 2025)
Assets
Cash & cash equivalent1,024.46
Accounts receivable100.00
Other Receivables5,100.88
Debt Securities100.32
Equipment/Property/Plant Net1,467.57
Goodwill net2,659.17
Intangibles3,413.95
Long-term investments1,655.72
Other Assets3,413.50
Total Assets18,835.24
Liabilities
Payables to Customers AC2,116.99
Trading Liabilities, Payables1,052.61
Long-term debt7,182.10
Other liabilities, Noncurrent2,797.84
Accrued Commissions And Advisory Fees Payable370.17
Total Liabilities13,149.54
Stockholders' Equity
Common Stock Value0.14
Treasury Stock Value-4,352.43
Additional Paid In Capital Common Stock3,870.61
Retained Earnings / Accumulated Deficit6,167.39
Other Equity0.00
Common Stockholder's Equity5,685.70
Total Stockholder's Equity5,685.70
Liabilities & Stockholder's Equity18,835.24
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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.