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LPL Financial Holdings Inc.
LPLAUnited States
45 filed reports · 488 financial concepts · 2 earnings calls · 2 media appearances
Filed reports
45 reports · Jun 2016 to Jun 2026Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 20 operating metrics, 4 guidance figures.
| Report type | Reports | Facts | Periods |
|---|---|---|---|
| Quarterly · 10-QSEC EDGAR | 31 | 5,970 | Jun 2016 to Jun 2026 |
| Annual · 10-KSEC EDGAR | 9 | 5,278 | Dec 2016 to Dec 2025 |
| Current · 8-KSEC EDGAR | 4 | 10 | Dec 2017 to Mar 2019 |
| Annual · 10-K/ASEC EDGAR | 1 | 541 | Dec 2017 |
Documents
| Period | Type | Period end | Published | Facts | Source |
|---|---|---|---|---|---|
| FY2026 Q2 | 10-Q | Jun 30, 2026 | Aug 3, 2026 | 401 | Open |
| FY2026 Q1 | 10-Q | Mar 31, 2026 | May 4, 2026 | 274 | Open |
| FY2025 | 10-K | Dec 31, 2025 | Feb 23, 2026 | 1,064 | Open |
| FY2025 Q3 | 10-Q | Sep 30, 2025 | Nov 3, 2025 | 286 | Open |
| FY2025 Q2 | 10-Q | Jun 30, 2025 | Aug 4, 2025 | 180 | Open |
| FY2025 Q1 | 10-Q | Mar 31, 2025 | May 9, 2025 | 181 | Open |
| FY2024 | 10-K | Dec 31, 2024 | Feb 20, 2025 | 529 | Open |
| FY2024 Q3 | 10-Q | Sep 30, 2024 | Nov 4, 2024 | 179 | Open |
| FY2024 Q2 | 10-Q | Jun 30, 2024 | Jul 30, 2024 | 172 | Open |
| FY2024 Q1 | 10-Q | Mar 31, 2024 | May 2, 2024 | 170 | Open |
| FY2023 | 10-K | Dec 31, 2023 | Feb 21, 2024 | 530 | Open |
| FY2023 Q3 | 10-Q | Sep 30, 2023 | Oct 31, 2023 | 176 | Open |
Financial data
488 concepts · 11,799 factsEach concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.
Financial479 concepts · 11,386 facts · Jun 2014 to Jul 2026
- Cash and cash equivalents at carrying value58 · Dec 2014 to Jun 2026
- Net income loss58 · Dec 2014 to Jun 2026
- Revenue58 · Dec 2014 to Jun 2026
- Stockholders equity (US GAAP)58 · Dec 2014 to Jun 2026
- Amortization of intangible assets57 · Dec 2014 to Jun 2026
- Asset-based57 · Dec 2014 to Jun 2026
- Brokerage commissions revenue57 · Dec 2014 to Jun 2026
- Commission and advisory57 · Dec 2014 to Jun 2026
- Communications and information technology57 · Dec 2014 to Jun 2026
- Comprehensive income net of tax57 · Dec 2014 to Jun 2026
- Depreciation depletion and amortization57 · Dec 2014 to Jun 2026
- Floor brokerage exchange and clearance fees57 · Dec 2014 to Jun 2026
- Income tax expense benefit57 · Dec 2014 to Jun 2026
- Labor and related expense57 · Dec 2014 to Jun 2026
- Occupancy net57 · Dec 2014 to Jun 2026
- Other expenses57 · Dec 2014 to Jun 2026
- Other income (IFRS)57 · Dec 2014 to Jun 2026
- Professional fees57 · Dec 2014 to Jun 2026
- Promotional57 · Dec 2014 to Jun 2026
- Transaction and fee57 · Dec 2014 to Jun 2026
- Accrued commission and advisory expenses payable56 · Dec 2014 to Jun 2026
- Adjustments to additional paid in capital sharebased compensation requisite service period recognition value56 · Dec 2014 to Jun 2026
- Amortization of financing costs56 · Dec 2014 to Jun 2026
- Capital expenditures incurred but not yet paid56 · Dec 2014 to Jun 2026
Product5 concepts · 262 facts · Dec 2016 to Jun 2026
- Asset-based137 · Dec 2017 to Jun 2026
- Revenue59 · Dec 2016 to Dec 2018
- Brokerage commissions revenue48 · Dec 2020 to Jun 2026
- Other Asset Based Fees12 · Dec 2020 to Dec 2025
- Other income (IFRS)6 · Mar 2017 to Sep 2018
KPI3 concepts · 147 facts · Jun 2016 to Jun 2026
- Assets Under Management85 · Jun 2016 to Jun 2026
- Assets Under Management YoY Change60 · Sep 2016 to Jun 2026
- Total Client Accounts2 · Jun 2017 to Sep 2017
Guidance1 concepts · 4 facts · Feb 2018 to May 2018
- Effective Tax Rate Guidance4 · Feb 2018 to May 2018
Segments
262 factsFigures broken down by business line, region, product or another axis the company reports on.
Product or servicesrt:ProductOrServiceAxis11 members · 236 facts
- Recordkeeping Revenues50 · Dec 2016 to Jun 2026
- Sponsorship Programs50 · Dec 2016 to Jun 2026
- Client Cash Revenue37 · Dec 2017 to Jun 2026
- Sales Based24 · Dec 2020 to Jun 2026
- Trailing24 · Dec 2020 to Jun 2026
- Other Asset Based Fees20 · Dec 2020 to Jun 2026
- Cashsweep Revenue8 · Sep 2017 to Sep 2019
- Assetbased Revenue7 · Dec 2016 to Dec 2018
- Money Market Cash Sweep Revenue7 · Dec 2016 to Dec 2018
- Transactionand Fee Revenue7 · Dec 2016 to Dec 2018
- Other Cash Sweep Vehicle Revenues2 · Sep 2017 to Sep 2018
Product or serviceus-gaap:ProductOrServiceAxis7 members · 26 facts
- Assetbased Revenue4 · Mar 2017 to Jun 2018
- Cashsweep Revenue4 · Mar 2017 to Jun 2018
- Money Market Cash Sweep Revenue4 · Mar 2017 to Jun 2018
- Other Cash Sweep Vehicle Revenues4 · Mar 2017 to Jun 2018
- Recordkeeping Revenues4 · Mar 2017 to Jun 2018
- Sponsorship Programs4 · Mar 2017 to Jun 2018
- Transactionand Fee Revenue2 · Jun 2017 to Jun 2018
Text from filings
Management commentary and risk factors, extracted from SEC filings only.
- Earnings-release commentary84 claims from 8 reports · Sep 2024 to Jun 2026
- Management discussion (MD&A) commentary165 claims from 8 reports · Sep 2024 to Jun 2026
- Risk-factor changes5 claims from 1 reports · Dec 2025
- Risk factors50 risks from 2 annual reports · 2024 to 2025
Earnings calls
2 calls · Apr 2026 to Jul 2026Transcripts with management claims and analyst questions, one per fiscal period.
- FY2026 Q2Jul 30, 2026
- FY2026 Q1Apr 30, 2026
Executive media
2 appearancesPodcasts, interviews and conference appearances by the company's executives, with their claims.
- Other appearances2 · Mar 2025 to Jun 2025
Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.