LPL Financial Holdings Inc. (LPLA) Balance Sheet
As of 2026-06-30 (10-Q), LPL Financial Holdings Inc. (LPLA) reported total assets of $19.8B, total liabilities of $14.0B and shareholders' equity of $5.8B, according to EquiReason's reading of its SEC filings. Cash and equivalents: $1.3B. Long-term debt: $7.5B.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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- Market cap
- 24.9B
- P/E TTM
- 25.1
- Dividend yield
- 0.4%
- 52-week
- —
- Next earnings
- 27 Oct, in 3 days
| Line | FY2011 Dec 11 | FY2012 Dec 12 | FY2013 Dec 13 | FY2014 Dec 14 | FY2015 Dec 15 | FY2016 Dec 16 | FY2017 Dec 17 | FY2018 Dec 18 | FY2019 Dec 19 | FY2020 Dec 20 | FY2021 Dec 21 | FY2022 Dec 22 | FY2023 Dec 23 | FY2024 Dec 24 | FY2025 Dec 25 | Latest Jun 26 | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 0.72 | 0.47 | 0.52 | 0.41 | 0.72 | 0.75 | 0.81 | 0.51 | 0.59 | 0.81 | 0.50 | 0.85 | 0.47 | 0.97 | 1.04 | 1.28 | |
| Short-term investments | — | — | — | — | — | — | — | — | — | 0.04 | 0.05 | 0.05 | 0.09 | 0.06 | 0.09 | 0.20 | |
| Total assets | 3.82 | 3.99 | 4.04 | 4.04 | 4.52 | 4.83 | 5.36 | 5.48 | 5.88 | 6.60 | 7.99 | 9.48 | 10.39 | 13.32 | 18.49 | 19.79 | |
| Long-term debt | 1.33 | 1.32 | 1.54 | 1.63 | 2.19 | 2.18 | 2.39 | 2.37 | 2.40 | 2.35 | 2.81 | 2.72 | 3.73 | 5.49 | 7.26 | 7.46 | |
| Short-term debt | 0.01 | 0.04 | 0.01 | 0.12 | — | — | — | — | — | — | — | — | — | — | — | — | |
| Total liabilities | 2.47 | 2.85 | 2.94 | 3.07 | 3.81 | 4.01 | 4.39 | 4.50 | 4.86 | 5.28 | 6.32 | 7.31 | 8.31 | 10.39 | 13.15 | 14.03 | |
| Shareholders' equity | 1.34 | 1.14 | 1.10 | 0.97 | 0.72 | 0.82 | 0.97 | 0.97 | 1.02 | 1.31 | 1.67 | 2.17 | 2.08 | 2.93 | 5.34 | 5.76 |
USD billions · SEC XBRL
LPL Financial Holdings Inc. — questions
- How much cash does LPL Financial Holdings Inc. have?
- $1.3B in cash and cash equivalents as of 2026-06-30.
- How much debt does LPL Financial Holdings Inc. have?
- $7.5B of long-term debt as of 2026-06-30.
- What are LPL Financial Holdings Inc.'s total assets?
- $19.8B as of 2026-06-30.
- What is LPL Financial Holdings Inc.'s shareholders' equity?
- $5.8B as of 2026-06-30.
Every figure on this page comes from LPL Financial Holdings Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.