LMP Capital & Income Fund Inc.
SCD- Exchange
- NYSE
- SEC CIK
- 0001270131
No open-market purchases or sales by LMP Capital & Income Fund Inc. insiders were filed in the last 90 days; 58 institutions reported holding it in 13F filings for Q2 2026, worth $121.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in LMP Capital & Income Fund Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 58
- +4 vs. Q1 2026
- Shares held
- 7.77M
- −121.5K (−1.5%) vs. Q1 2026
- Total value
- $121.6M
- +$3.76M (+3.2%) vs. Q1 2026
- New holders
- 12
- 25 more added
- Sold out
- 8
- 8 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 58 | $121.6M |
| Q1 2026 | 54 | $117.9M |
| Q4 2025 | 61 | $119.9M |
| Q3 2025 | 56 | $127.7M |
| Q2 2025 | 53 | $74.8M |
| Q1 2025 | 45 | $66.2M |
| Q4 2024 | 41 | $68.4M |
| Q3 2024 | 40 | $81.5M |
| Q2 2024 | 42 | $64.8M |
| Q1 2024 | 43 | $79.7M |
| Q4 2023 | 46 | $65.9M |
| Q3 2023 | 39 | $52.9M |
| Q2 2023 | 42 | $55.4M |
| Q1 2023 | 45 | $55.5M |
| Q4 2022 | 42 | $54.2M |
| Q3 2022 | 36 | $61.1M |
| Q2 2022 | 38 | $54.2M |
| Q1 2022 | 39 | $59.1M |
| Q4 2021 | 46 | $69.9M |
| Q3 2021 | 37 | $61.2M |
| Q2 2021 | 43 | $62.8M |
| Q1 2021 | 37 | $58.2M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,635,988 | $41.3M | 0.78% | −143,845−5.2% | Reduced |
| Raymond James Financial Inc | 1,250,759 | $19.6M | 0.01% | −515,711−29.2% | Reduced |
| Z3 Capital Partners, LLC | 425,705 | $6.66M | 1.40% | +5,366+1.3% | Added |
| Morgan Stanley | 411,785 | $6.44M | 0.00% | −21,158−4.9% | Reduced |
| Penserra Capital Management LLC | 400,669 | $6.27M | 0.05% | +15,254+4.0% | Added |
| Shaker Financial Services, LLC | 333,414 | $5.22M | 1.63% | +333,414 | New |
| Wells Fargo & Company | 327,370 | $5.12M | 0.00% | +26,703+8.9% | Added |
| Allspring Global Investments Holdings, LLC | 234,388 | $3.67M | 0.01% | +167,691+251.4% | Added |
| Steward Partners Investment Advisory, LLC | 169,835 | $2.66M | 0.01% | −80,925−32.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 169,537 | $2.64M | 0.00% | +23,959+16.5% | Added |
| Advisors Asset Management, Inc. | 148,994 | $2.33M | 0.04% | +24,321+19.5% | Added |
| Wolverine Asset Management LLC | 142,755 | $2.23M | 0.03% | +59,657+71.8% | Added |
| Advisor Group Holdings, Inc. | 111,980 | $1.75M | 0.00% | +31,543+39.2% | Added |
| Royal Bank of Canada | 83,818 | $1.31M | 0.00% | +3,126+3.9% | Added |
| Yakira Capital Management, Inc. | 73,285 | $1.15M | 0.34% | 00.0% | Unchanged |
| LPL Financial LLC | 60,235 | $942.7K | 0.00% | −21,724−26.5% | Reduced |
| Chapin Davis, Inc. | 52,416 | $820.3K | 0.14% | +400+0.8% | Added |
| Wealth Care LLC | 49,813 | $779.6K | 0.63% | +519+1.1% | Added |
| GWM Advisors LLC | 47,911 | $749.8K | 0.00% | +1,732+3.8% | Added |
| Calamos Advisors LLC | 44,362 | $694.3K | 0.00% | +2,958+7.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,960 | $626.0K | 0.00% | +20,002+100.2% | Added |
| Ameriprise Financial Inc | 37,966 | $594.2K | 0.00% | +4,217+12.5% | Added |
| Readystate Asset Management LP | 37,940 | $593.8K | 0.02% | +27,940+279.4% | Added |
| Logan Stone Capital, LLC | 32,089 | $502.2K | 0.11% | +32,089 | New |
| Landscape Capital Management, L.L.C. | 31,914 | $499.5K | 0.03% | −22,114−40.9% | Reduced |
| International Assets Investment Management, LLC | 31,126 | $486.2K | 0.03% | +500+1.6% | Added |
| AlphaStar Capital Management, LLC | 30,203 | $472.7K | 0.03% | +636+2.2% | Added |
| Blue Bell Private Wealth Management, LLC | 26,947 | $421.7K | 0.05% | +20,985+352.0% | Added |
| We Are One Seven, LLC | 26,364 | $412.6K | 0.01% | +26,364 | New |
| NWF Advisory Services Inc. | 25,888 | $405.1K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 25,438 | $398.1K | 0.00% | −586−2.3% | Reduced |
| Abel Hall, LLC | 25,000 | $391.3K | 0.07% | +25,000 | New |
| Independent Financial Group, LLC | 22,865 | $357.8K | 0.01% | +22,865 | New |
| Private Advisor Group, LLC | 20,937 | $327.7K | 0.00% | +840+4.2% | Added |
| XML Financial, LLC | 20,523 | $321.2K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,081 | $314.3K | 0.00% | −4,502−18.3% | Reduced |
| Fifth Third Bancorp | 18,500 | $289.5K | 0.00% | 00.0% | Unchanged |
| Eclectic Associates Inc | 16,125 | $252.4K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 14,385 | $225.1K | 0.00% | +353+2.5% | Added |
| Pensionmark Financial Group, LLC | 14,727 | $222.3K | 0.00% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 13,467 | $210.8K | 0.14% | +255+1.9% | Added |
| Level Four Advisory Services, LLC | 12,764 | $199.8K | 0.01% | +572+4.7% | Added |
| Janney Montgomery Scott LLC | 12,519 | $196.0K | 0.00% | +12,519 | New |
| Aurora Private Wealth, Inc. | 11,818 | $185.0K | 0.12% | +507+4.5% | Added |
| First National Trust Co | 11,581 | $181.2K | 0.01% | +11,581 | New |
| UBS Group AG | 10,062 | $157.5K | 0.00% | +97+1.0% | Added |
| Rockefeller Capital Management L.P. | 2,000 | $31.3K | 0.00% | +2,000 | New |
| CoreCap Advisors, LLC | 1,200 | $18.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,000 | $15.5K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 973 | $15.2K | 0.00% | +973 | New |
| Geneos Wealth Management Inc. | 800 | $12.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 650 | $10.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $3.91K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 250 | $3.91K | 0.00% | +250 | New |
| FNY Investment Advisers, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 111 | $1.74K | 0.00% | +111 | New |
| JPMorgan Chase & Co | 45 | $707 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 0 | $2 | 0.00% | 0 | Unchanged |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −97,544−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −58,119−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −22,708−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −22,148−100.0% | Sold out |
| Vista Investment Partners II, LLC | 0 | $0 | 0.00% | −12,053−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |