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, Q4 2025
Institutional positions in LMP Capital & Income Fund Inc. as of Dec 31, 2025. 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
- 61
- +7 vs. Q3 2025
- Shares held
- 8.08M
- −111.6K (−1.4%) vs. Q3 2025
- Total value
- $119.9M
- −$7.66M (−6.0%) vs. Q3 2025
- New holders
- 13
- 21 more added
- Sold out
- 6
- 16 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,837,709 | $42.0M | 0.83% | −247,327−8.0% | Reduced |
| Raymond James Financial Inc | 1,778,974 | $26.3M | 0.01% | +47,088+2.7% | Added |
| Morgan Stanley | 455,427 | $6.74M | 0.00% | +44,075+10.7% | Added |
| Z3 Capital Partners, LLC | 398,985 | $5.91M | 1.42% | +398,985 | New |
| Wells Fargo & Company | 264,820 | $3.92M | 0.00% | +69,084+35.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 202,691 | $3.07M | 0.00% | +66,224+48.5% | Added |
| Wolverine Asset Management LLC | 191,235 | $2.83M | 0.04% | +165,675+648.2% | Added |
| Advisors Asset Management, Inc. | 188,117 | $2.79M | 0.05% | −87,448−31.7% | Reduced |
| Absolute Investment Advisers LLC | 164,557 | $2.49M | 0.28% | −8,813−5.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 166,414 | $2.46M | 0.01% | −8,802−5.0% | Reduced |
| Cornerstone Advisors, LLC | 100,773 | $1.49M | 0.05% | −198,513−66.3% | Reduced |
| Yakira Capital Management, Inc. | 91,222 | $1.35M | 0.45% | +18,568+25.6% | Added |
| Landscape Capital Management, L.L.C. | 83,889 | $1.24M | 0.08% | −7,605−8.3% | Reduced |
| Shaker Financial Services, LLC | 83,807 | $1.24M | 0.39% | +64,807+341.1% | Added |
| Royal Bank of Canada | 77,062 | $1.14M | 0.00% | −1,152−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 68,388 | $1.01M | 0.00% | +14,938+27.9% | Added |
| LPL Financial LLC | 67,172 | $994.8K | 0.00% | +25,977+63.1% | Added |
| Allspring Global Investments Holdings, LLC | 65,497 | $970.0K | 0.00% | +65,497 | New |
| Chapin Davis, Inc. | 61,816 | $915.5K | 0.21% | +5,429+9.6% | Added |
| Quarry LP | 58,359 | $864.3K | 0.14% | −6,368−9.8% | Reduced |
| AlphaStar Capital Management, LLC | 55,605 | $823.5K | 0.06% | +1,691+3.1% | Added |
| Logan Stone Capital, LLC | 50,132 | $742.5K | 0.18% | +50,132 | New |
| UBS Group AG | 42,176 | $624.6K | 0.00% | +32,417+332.2% | Added |
| GWM Advisors LLC | 42,007 | $622.1K | 0.00% | +2,382+6.0% | Added |
| Calamos Advisors LLC | 36,474 | $540.2K | 0.00% | +36,474 | New |
| Ameriprise Financial Inc | 34,856 | $516.2K | 0.00% | +8,072+30.1% | Added |
| International Assets Investment Management, LLC | 30,826 | $456.5K | 0.03% | +17,600+133.1% | Added |
| Bank of America Corp | 25,363 | $375.6K | 0.00% | −3,986−13.6% | Reduced |
| Invesco Ltd. | 25,348 | $375.4K | 0.00% | −274−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 24,376 | $361.0K | 0.00% | +2,802+13.0% | Added |
| NWF Advisory Services Inc. | 24,288 | $359.7K | 0.04% | −4,000−14.1% | Reduced |
| PFG Advisors | 22,708 | $336.3K | 0.02% | −2,929−11.4% | Reduced |
| Private Advisor Group, LLC | 22,534 | $333.7K | 0.00% | +597+2.7% | Added |
| Envestnet Asset Management Inc | 21,655 | $320.7K | 0.00% | +2,615+13.7% | Added |
| Cetera Investment Advisers | 21,530 | $318.9K | 0.00% | +3,532+19.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,134 | $313.0K | 0.00% | +263+1.3% | Added |
| XML Financial, LLC | 20,523 | $303.9K | 0.02% | −4,945−19.4% | Reduced |
| Comerica Bank | 18,500 | $274.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,898 | $265.1K | 0.00% | +1,726+10.7% | Added |
| Truist Financial Corp | 13,984 | $207.1K | 0.00% | −437−3.0% | Reduced |
| Pensionmark Financial Group, LLC | 13,588 | $201.2K | 0.00% | +13,588 | New |
| Harbour Wealth Management Group, Inc. | 13,162 | $194.9K | 0.15% | +13,162 | New |
| Vista Investment Partners II, LLC | 12,053 | $178.5K | 0.08% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,999 | $177.7K | 0.05% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 11,311 | $168.0K | 0.11% | +11,311 | New |
| Ashton Thomas Securities, LLC | 11,300 | $167.4K | 0.03% | −2,400−17.5% | Reduced |
| Readystate Asset Management LP | 10,000 | $148.1K | 0.01% | +10,000 | New |
| Blue Bell Private Wealth Management, LLC | 7,816 | $115.8K | 0.02% | +7,816 | New |
| MAI Capital Management | 6,000 | $88.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,769 | $55.8K | 0.00% | +3,769 | New |
| CoreCap Advisors, LLC | 1,200 | $17.8K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 1,105 | $16.4K | 0.00% | +1,105 | New |
| Geneos Wealth Management Inc. | 800 | $11.8K | 0.00% | +800 | New |
| Farther Finance Advisors, LLC | 650 | $9.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $7.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $3.70K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 225 | $3.33K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 210 | $3.11K | 0.00% | +210 | New |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | −700−87.5% | Reduced |
| JPMorgan Chase & Co | 45 | $666 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 0 | $2 | 0.00% | 0 | Unchanged |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −557,857−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −64,889−100.0% | Sold out |
| Second Line Capital, LLC | 0 | $0 | 0.00% | −53,700−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −53,700−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −3,706−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |