LPL Financial Holdings Inc. (LPLA)

SEC fundamentals · as filed in 10-Q FY2026, period ended Jun 30, 2026 · updated Oct 7, 2026

Verified against EDGAR

Total Assets

$19.79B

Stockholders' Equity

$5.76B

Cash & Equivalents

$1.28B

Long-Term Debt

$7.46B

as filed in 10-Q FY2026, period ended Jun 30, 2026 · View filings on EDGAR ↗

In its 10-Q for the period ended Jun 30, 2026, LPL Financial Holdings Inc. reported revenue of $5.19B, net income of $379.3M, and total assets of $19.79B. Every figure below is taken directly from LPL Financial Holdings Inc.'s SEC filings: each links to the source document on EDGAR.

Revenue trend

Revenue · FY2016–FY2025 · as reported

$16.99B$8.59B$191.9M

FY2016FY2019FY2022FY2025

Revenue$16.99BNet income$863.0M

FY2016 revenue: $4.05B
FY2025 revenue: $16.99B

Revenue and net income by fiscal year

As reported in each year’s annual filing · USD

Fiscal year	Revenue	Net income
FY2025	$16.99B	$863.0M
FY2024	$12.39B	$1.06B
FY2023	$10.05B	$1.07B
FY2022	$8.60B	$845.7M
FY2021	$7.72B	$459.9M
FY2020	$5.87B	$472.6M
FY2019	$5.62B	$559.9M
FY2018	$5.19B	$439.5M
FY2017	$4.28B	$238.9M
FY2016	$4.05B	$191.9M

Recent SEC filings

Filed by the registrant · newest first · insider forms and holder schedules not included

Form	Filed	Source
8-K	Oct 27, 2026	on EDGAR ↗
10-Q	Aug 3, 2026	on EDGAR ↗
8-K	Jul 30, 2026	on EDGAR ↗
8-K	May 15, 2026	on EDGAR ↗
10-Q	May 4, 2026	on EDGAR ↗
8-K	Apr 30, 2026	on EDGAR ↗
DEF 14A	Apr 2, 2026	on EDGAR ↗
10-K	Feb 23, 2026	on EDGAR ↗
8-K	Jan 29, 2026	on EDGAR ↗
8-K	Jan 8, 2026	on EDGAR ↗

All filings on EDGAR ↗

Balance Sheet

as of Jun 30, 2026 · 10-Q

Total Assets	$19.79B	Assets	source ↗
Stockholders’ Equity	$5.76B	StockholdersEquity	source ↗
Cash & Equivalents	$1.28B	CashAndCashEquivalentsAtCarryingValue	source ↗
Long-Term Debt	$7.46B	LongTermDebt	source ↗

Income Statement

10-Q (quarterly) · period ended Jun 30, 2026

Revenue	$5.19B	Revenues	source ↗
Net Income	$379.3M	NetIncomeLoss	source ↗
Pretax Income	$515.5M	IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest	source ↗
Gross Profit	—	—	source ↗
Cost of Revenue	—	—	source ↗
R&D Expense	—	—	source ↗

Per Share & Cash Flow

10-Q (quarterly) · period ended Jun 30, 2026

EPS (diluted)	$4.74	EarningsPerShareDiluted	source ↗
EPS (basic)	$4.75	EarningsPerShareBasic	source ↗
Shares Outstanding	78.7M	EntityCommonStockSharesOutstanding	source ↗
Cash from Operations	$401.9M	NetCashProvidedByUsedInOperatingActivities	source ↗
Cash from Financing	-$73.7M	NetCashProvidedByUsedInFinancingActivities	source ↗
Cash from Investing	-$305.4M	NetCashProvidedByUsedInInvestingActivities	source ↗

Insider activity

Form 4 open-market activity, last 180 days

Buys: 0
Sells: 9
Net shares: -6.2K

Restatement history

Point-in-time

6 of 438 annual fact-keys were materially restated between filings: what LPL Financial Holdings Inc. first reported differed from what it later filed. We keep every vintage of every annual figure, each keyed to its EDGAR accession.

See each original-vs-restated value, and query any company as of any past date, with the point-in-time API.

See the restatement detail →

Deeper fundamentals

A free API key reaches LPLA’s revenue, margin and free-cash-flow trajectory (newest 3 fiscal years) and its leverage, liquidity and return ratios (newest 4 quarters). Analyst extends those to up to 20 years and 20 quarters, and adds the Piotroski F-score and accruals quality score. As-of fundamentals at any past date are on Free too, up to 10 lookups a day; Analyst removes that cap and adds the original-vs-restated detail, across the whole SEC universe.

Get a free API key →See plans

Programmatic access

Everything on this page is served by the Distill API and by the MCP server at mcp.distillmarkets.com. A free key is issued at sign-up with no card; the full reference is in the docs.

These fundamentals, as filed: curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/LPLA
MCP tool: get_sec_fundamentals ticker=LPLA
The same figures as they were known on any past date: curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/LPLA/as-of/YYYY-MM-DD
MCP tool: get_asof_fundamentals ticker=LPLA as_of=YYYY-MM-DD
Fiscal-year trajectory: revenue, margins, free cash flow: curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/LPLA/history
MCP tool: get_fundamentals_history ticker=LPLA
Leverage, liquidity, margin and return ratios: curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/financial-health/LPLA
MCP tool: get_financial_health ticker=LPLA

Not investment advice. Figures are shown as filed with the SEC; see the EDGAR source links for the original documents. Data may lag the latest filing.