Company / Shareholders' Equity
LPL Financial Holdings Inc. Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$5.3B
FY2025
5-year range
$1.0B / $5.3B
FY2021-FY2025
Trend
+82.4%
vs FY2024
Sector context
#119 of 399
Financials
What the data says
At $5.3B, LPL Financial Holdings Inc.'s shareholders' equity ranks #119 of 399 in the Financials sector. Shareholders' Equity has increased for 4 consecutive years, from $1.0B in FY2021 to $5.3B in FY2025.
Based on SEC 10-K filings.
$5.3B in FY2025 with a 5-year CAGR of +32.4%.
Improved from $2.1B to $5.3B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +59.6%
- 5-Year CAGR
- +32.4%
- 10-Year CAGR
- -
Sector benchmark
#119 of 399 in FinancialsTop 30% of 399This company $5.3B Sector average $11.4B
▼
-53.1% below sector average
Key checks
Key Insights
- LPL Financial Holdings Inc.'s shareholders' equity has grown for 4 consecutive years.
- 5-year CAGR of +32.4%, indicating consistent growth.
- In FY2025, shareholders' equity increased 82.4% year-over-year.
- Ranks #119 out of 399 companies in the Financials sector.
Company context
Key Data Points
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $5.3B | +82.4% |
| FY2024 | $2.9B | +41.0% |
| FY2023 | $2.1B | +58.1% |
| FY2022 | $1.3B | +28.4% |
| FY2021 | $1.0B | -22.1% |
| FY2020 | $1.3B | +36.3% |
| FY2019 | $965.0M | +17.5% |
| FY2018 | $821.0M | +14.7% |
| FY2017 | $715.6M | -26.3% |
| FY2016 | $971.6M | -11.7% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026