Discontinued — last reported Q4 '25
LPL Financial Holdings Customer Collateral Liabilities decreased by 8.3% to $2.12B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.5%, from $2.05B to $2.12B. Over 5 years (FY 2020 to FY 2025), Customer Collateral Liabilities shows an upward trend with a 8.5% CAGR.
An increase suggests higher levels of margin lending or securities borrowing activity, which can indicate increased client trading volume.
This represents the company's obligation to return assets held as collateral from customers, typically related to margin...
Broker-dealers and financial intermediaries frequently report this as a standard liability associated with client trading services.
customer_collateral_liabilities| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.33B | $1.42B | $1.71B | $1.57B | $1.50B | $3.28B | $2.69B | $2.13B | $2.09B | $2.00B | $2.27B | $2.49B | $1.96B | $2.04B | $1.90B | $2.05B | $2.09B | $2.00B | $2.31B | $2.12B |
| QoQ Change | — | +6.8% | +20.6% | -8.4% | -4.4% | +118.6% | -17.7% | -20.9% | -2.1% | -4.3% | +13.3% | +9.7% | -21.0% | +3.8% | -6.9% | +7.7% | +2.2% | -4.5% | +15.6% | -8.3% |
| YoY Change | — | — | — | — | +12.7% | +130.7% | +57.4% | +36.0% | +39.4% | -39.0% | -15.9% | +16.6% | -6.0% | +2.0% | -16.2% | -17.7% | +6.4% | -2.1% | +21.6% | +3.5% |