Other

Gross Carrying Amount

LPL Financial Holdings Gross Carrying Amount increased by 3.3% to $4.69B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.3%, from $4.54B to $4.69B. Over 5 years (FY 2020 to FY 2025), Gross Carrying Amount shows an upward trend with a 36.2% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2015
Last reportedQ1 2026

How to read this metric

Higher values indicate significant investment in intellectual property or acquisitions, while stability suggests a consistent asset base.

Detailed definition

The total historical cost of intangible assets with a defined useful life, such as patents, customer relationships, or s...

Peer comparison

Standard across capital-intensive industries; peers with high M&A activity typically show larger balances.

Metric ID: other_finite_lived_intangible_assets_gross

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.10B$1.10B$1.11B$1.13B$1.14B$1.17B$1.34B$1.39B$1.46B$1.52B$1.57B$1.69B$1.72B$2.46B$4.54B$2.70B$4.43B$4.54B$4.69B
QoQ Change+0.6%+0.4%+1.9%+1.5%+1.9%+15.1%+3.9%+4.5%+4.1%+3.2%+7.8%+1.9%+43.2%+84.4%-40.4%+63.8%+2.5%+3.3%
YoY Change+2.9%+3.8%+5.3%+23.7%+27.4%+30.1%+16.6%+21.0%+18.0%+62.4%+190.1%+60.2%+157.6%+84.4%+3.3%
Range$1.10B$4.69B
CAGR+38.2%
Avg YoY Growth+47.1%
Median YoY Growth+23.7%
Current Streak3 quarters growth

Frequently Asked Questions

What is LPL Financial Holdings's gross carrying amount?
LPL Financial Holdings (LPLA) reported gross carrying amount of $4.69B in Q1 2026.
How has LPL Financial Holdings's gross carrying amount changed year-over-year?
LPL Financial Holdings's gross carrying amount increased by 3.3% year-over-year, from $4.54B to $4.69B.
What is the long-term trend for LPL Financial Holdings's gross carrying amount?
Over 5 years (2020 to 2025), LPL Financial Holdings's gross carrying amount has grown at a 36.2% compound annual growth rate (CAGR), from $969.68M to $4.54B.
What does gross carrying amount mean?
The total original cost of intangible assets that have a limited lifespan.