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 $121.3M 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
- −$7.41M (−5.8%) 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 | $121.3M |
| Q1 2026 | 54 | $117.9M |
| Q4 2025 | 61 | $119.9M |
| Q3 2025 | 56 | $127.5M |
| Q2 2025 | 53 | $73.9M |
| Q1 2025 | 45 | $66.2M |
| Q4 2024 | 41 | $68.4M |
| Q3 2024 | 40 | $68.3M |
| Q2 2024 | 42 | $63.6M |
| Q1 2024 | 43 | $65.8M |
| Q4 2023 | 46 | $59.4M |
| 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 | $58.1M |
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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 0 | $2 | 0.00% | 0 | Unchanged |
| JPMorgan Chase & Co | 45 | $666 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $1.00K | 0.00% | −700−87.5% | Reduced |
| Ronald Blue Trust, Inc. | 210 | $3.11K | 0.00% | +210 | New |
| Beaird Harris Wealth Management, LLC | 225 | $3.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $3.70K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $7.45K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 650 | $9.63K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 800 | $11.8K | 0.00% | +800 | New |
| Navalign, LLC | 1,105 | $16.4K | 0.00% | +1,105 | New |
| CoreCap Advisors, LLC | 1,200 | $17.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,769 | $55.8K | 0.00% | +3,769 | New |
| MAI Capital Management | 6,000 | $88.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,816 | $115.8K | 0.02% | +7,816 | New |
| Readystate Asset Management LP | 10,000 | $148.1K | 0.01% | +10,000 | New |
| Ashton Thomas Securities, LLC | 11,300 | $167.4K | 0.03% | −2,400−17.5% | Reduced |
| Aurora Private Wealth, Inc. | 11,311 | $168.0K | 0.11% | +11,311 | New |
| MGB Wealth Management, LLC | 11,999 | $177.7K | 0.05% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 12,053 | $178.5K | 0.08% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 13,162 | $194.9K | 0.15% | +13,162 | New |
| Pensionmark Financial Group, LLC | 13,588 | $201.2K | 0.00% | +13,588 | New |
| Truist Financial Corp | 13,984 | $207.1K | 0.00% | −437−3.0% | Reduced |
| Mercer Global Advisors Inc | 17,898 | $265.1K | 0.00% | +1,726+10.7% | Added |
| Comerica Bank | 18,500 | $274.0K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 20,523 | $303.9K | 0.02% | −4,945−19.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,134 | $313.0K | 0.00% | +263+1.3% | Added |
| Cetera Investment Advisers | 21,530 | $318.9K | 0.00% | +3,532+19.6% | Added |
| Envestnet Asset Management Inc | 21,655 | $320.7K | 0.00% | +2,615+13.7% | Added |
| Private Advisor Group, LLC | 22,534 | $333.7K | 0.00% | +597+2.7% | Added |
| PFG Advisors | 22,708 | $336.3K | 0.02% | −2,929−11.4% | Reduced |
| NWF Advisory Services Inc. | 24,288 | $359.7K | 0.04% | −4,000−14.1% | Reduced |
| Commonwealth Equity Services, LLC | 24,376 | $361.0K | 0.00% | +2,802+13.0% | Added |
| Invesco Ltd. | 25,348 | $375.4K | 0.00% | −274−1.1% | Reduced |
| Bank of America Corp | 25,363 | $375.6K | 0.00% | −3,986−13.6% | Reduced |
| International Assets Investment Management, LLC | 30,826 | $456.5K | 0.03% | +17,600+133.1% | Added |
| Ameriprise Financial Inc | 34,856 | $516.2K | 0.00% | +8,072+30.1% | Added |
| Calamos Advisors LLC | 36,474 | $540.2K | 0.00% | +36,474 | New |
| GWM Advisors LLC | 42,007 | $622.1K | 0.00% | +2,382+6.0% | Added |
| UBS Group AG | 42,176 | $624.6K | 0.00% | +32,417+332.2% | Added |
| Logan Stone Capital, LLC | 50,132 | $742.5K | 0.18% | +50,132 | New |
| AlphaStar Capital Management, LLC | 55,605 | $823.5K | 0.06% | +1,691+3.1% | Added |
| Quarry LP | 58,359 | $864.3K | 0.14% | −6,368−9.8% | Reduced |
| Chapin Davis, Inc. | 61,816 | $915.5K | 0.21% | +5,429+9.6% | Added |
| Allspring Global Investments Holdings, LLC | 65,497 | $970.0K | 0.00% | +65,497 | New |
| LPL Financial LLC | 67,172 | $994.8K | 0.00% | +25,977+63.1% | Added |
| Advisor Group Holdings, Inc. | 68,388 | $1.01M | 0.00% | +14,938+27.9% | Added |
| Royal Bank of Canada | 77,062 | $1.14M | 0.00% | −1,152−1.5% | Reduced |
| Shaker Financial Services, LLC | 83,807 | $1.24M | 0.39% | +64,807+341.1% | Added |
| Landscape Capital Management, L.L.C. | 83,889 | $1.24M | 0.08% | −7,605−8.3% | Reduced |
| Yakira Capital Management, Inc. | 91,222 | $1.35M | 0.45% | +18,568+25.6% | Added |
| Cornerstone Advisors, LLC | 100,773 | $1.49M | 0.05% | −198,513−66.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 166,414 | $2.46M | 0.01% | −8,802−5.0% | Reduced |
| Absolute Investment Advisers LLC | 164,557 | $2.49M | 0.28% | −8,813−5.1% | Reduced |
| Advisors Asset Management, Inc. | 188,117 | $2.79M | 0.05% | −87,448−31.7% | Reduced |
| Wolverine Asset Management LLC | 191,235 | $2.83M | 0.04% | +165,675+648.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 202,691 | $3.07M | 0.00% | +66,224+48.5% | Added |
| Wells Fargo & Company | 264,820 | $3.92M | 0.00% | +69,084+35.3% | Added |
| Z3 Capital Partners, LLC | 398,985 | $5.91M | 1.42% | +398,985 | New |
| Morgan Stanley | 455,427 | $6.74M | 0.00% | +44,075+10.7% | Added |
| Raymond James Financial Inc | 1,778,974 | $26.3M | 0.01% | +47,088+2.7% | Added |
| Sit Investment Associates Inc | 2,837,709 | $42.0M | 0.83% | −247,327−8.0% | Reduced |
| 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 |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −3,706−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |