LPL Financial Holdings Inc Long-term Investment Intensity
LPL Financial Holdings Inc long-term investment intensity. LPL Financial Holdings Inc (LPLA) has a Long-term Investment Intensity of 2.2% as of June 2026. Long-term investments of $437.25 Million represent 2.2% of total assets of $19.79 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See LPL Financial Holdings Inc working capital to net assets to evaluate short-term liquidity relative to the company's equity base.
LT Investment Intensity
Long-term Investments
Total Assets
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Long-term Investment Intensity of LPL Financial Holdings Inc (2011–2025)
Long-term investment intensity of LPL Financial Holdings Inc from 2011 to 2025. This chart shows how LPL Financial Holdings Inc's Long-term Investment Intensity has evolved across 15 annual periods from 2011 to 2025. As of June 2026, the intensity stands at 2.2%, reflecting long-term investments of $437.25 Million against total assets of $19.79 Billion USD. See LPLA days of operational coverage to measure how many days the company can operate on defensive assets alone.
LPL Financial Holdings Inc Long-term Investment Intensity by Year (2011–2025)
LPL Financial Holdings Inc long-term investment intensity by year from 2011 to 2025. The table below presents the year-by-year Long-term Investment Intensity for LPL Financial Holdings Inc from 2011 to 2025, covering 15 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see LPL Financial Holdings Inc asset portfolio.
| Year | LT Investment Intensity | LT Investments (USD) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2025 | 2.1% | $387.10 Million | $18.49 Billion | ▼ -0.1 pp |
| 2024 | 2.2% | $293.90 Million | $13.32 Billion | ▼ -0.4 pp |
| 2023 | 2.6% | $268.44 Million | $10.39 Billion | ▲ +2.0 pp |
| 2022 | 0.6% | $52.61 Million | $9.48 Billion | ▼ -0.1 pp |
| 2021 | 0.6% | $49.19 Million | $7.99 Billion | ▼ 0.0 pp |
| 2020 | 0.7% | $42.49 Million | $6.52 Billion | ▼ -0.3 pp |
| 2019 | 1.0% | $58.25 Million | $5.88 Billion | ▲ +0.2 pp |
| 2018 | 0.8% | $42.27 Million | $5.48 Billion | ▲ +0.2 pp |
| 2017 | 0.6% | $29.71 Million | $5.36 Billion | ▲ +0.1 pp |
| 2016 | 0.4% | $20.27 Million | $4.83 Billion | ▼ -0.1 pp |
| 2015 | 0.5% | $21.84 Million | $4.52 Billion | ▼ -0.1 pp |
| 2014 | 0.5% | $22.06 Million | $4.05 Billion | ▲ +0.2 pp |
| 2013 | 0.4% | $15.82 Million | $4.04 Billion | ▼ -0.1 pp |
| 2012 | 0.5% | $18.29 Million | $3.99 Billion | ▲ +0.2 pp |
| 2011 | 0.3% | $11.17 Million | $3.82 Billion | — |