Discontinued — last reported Q3 '21
LPL Financial Holdings Net Capital increased by 11.2% to $373.95M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 24.3%, from $494.11M to $373.95M. Over 4 years (FY 2020 to FY 2025), Net Capital shows an upward trend with a 29.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase indicates a stronger liquidity buffer, while a decrease may signal reduced financial flexibility or potential regulatory pressure.
This represents the amount of liquid assets held by a broker-dealer after deducting illiquid assets and liabilities, as...
Standard across all SEC-registered broker-dealers, with minimums varying based on the firm's specific business activities.
net_capital_regulatory| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '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 | $140.80M | $133.30M | $87.50M | $156.50M | $156.90M | $189.90M | $236.39M | $279.98M | $280.69M | $205.31M | $328.48M | $271.65M | $313.33M | $443.74M | $494.11M | $758.71M | $478.79M | $336.20M | $373.95M |
| QoQ Change | — | -5.3% | -34.4% | +78.9% | +0.3% | +21.0% | +24.5% | +18.4% | +0.3% | -26.9% | +60.0% | -17.3% | +15.3% | +41.6% | +11.4% | +53.6% | -36.9% | -29.8% | +11.2% |
| YoY Change | — | — | — | — | +11.4% | +42.5% | +51.0% | +78.4% | +47.8% | — | +39.0% | -3.0% | +11.6% | +116.1% | +50.4% | +179.3% | +52.8% | -24.2% | -24.3% |