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, Q1 2026
Institutional positions in LMP Capital & Income Fund Inc. as of Mar 31, 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
- 54
- −5 vs. Q4 2025
- Shares held
- 7.90M
- −159.2K (−2.0%) vs. Q4 2025
- Total value
- $117.9M
- −$1.53M (−1.3%) vs. Q4 2025
- New holders
- 6
- 16 more added
- Sold out
- 11
- 19 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,779,833 | $41.5M | 0.84% | −57,876−2.0% | Reduced |
| Raymond James Financial Inc | 1,766,470 | $26.4M | 0.01% | −12,504−0.7% | Reduced |
| Morgan Stanley | 432,943 | $6.46M | 0.00% | −22,484−4.9% | Reduced |
| Z3 Capital Partners, LLC | 420,339 | $6.28M | 1.59% | +21,354+5.4% | Added |
| Penserra Capital Management LLC | 385,415 | $5.75M | 0.07% | +385,415 | New |
| Wells Fargo & Company | 300,667 | $4.49M | 0.00% | +35,847+13.5% | Added |
| Steward Partners Investment Advisory, LLC | 250,760 | $3.74M | 0.02% | +84,346+50.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 145,578 | $2.18M | 0.00% | −57,113−28.2% | Reduced |
| Advisors Asset Management, Inc. | 124,673 | $1.86M | 0.03% | −63,444−33.7% | Reduced |
| Absolute Investment Advisers LLC | 97,544 | $1.46M | 0.17% | −67,013−40.7% | Reduced |
| Wolverine Asset Management LLC | 83,098 | $1.24M | 0.02% | −108,137−56.5% | Reduced |
| LPL Financial LLC | 81,959 | $1.22M | 0.00% | +14,787+22.0% | Added |
| Royal Bank of Canada | 80,692 | $1.21M | 0.00% | +3,630+4.7% | Added |
| Advisor Group Holdings, Inc. | 80,437 | $1.20M | 0.00% | +12,049+17.6% | Added |
| Yakira Capital Management, Inc. | 73,285 | $1.09M | 0.32% | −17,937−19.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 66,697 | $995.8K | 0.00% | +1,200+1.8% | Added |
| Quarry LP | 58,119 | $867.7K | 0.17% | −240−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 54,028 | $806.6K | 0.05% | −29,861−35.6% | Reduced |
| Chapin Davis, Inc. | 52,016 | $776.6K | 0.17% | −9,800−15.9% | Reduced |
| Wealth Care LLC | 49,294 | $736.0K | 0.65% | +49,294 | New |
| GWM Advisors LLC | 46,179 | $689.5K | 0.00% | +4,172+9.9% | Added |
| Calamos Advisors LLC | 41,404 | $618.2K | 0.00% | +4,930+13.5% | Added |
| Ameriprise Financial Inc | 33,749 | $503.9K | 0.00% | −1,107−3.2% | Reduced |
| International Assets Investment Management, LLC | 30,626 | $458.8K | 0.03% | −200−0.6% | Reduced |
| AlphaStar Capital Management, LLC | 29,567 | $441.4K | 0.03% | −26,038−46.8% | Reduced |
| Bank of America Corp | 26,024 | $388.5K | 0.00% | +661+2.6% | Added |
| NWF Advisory Services Inc. | 25,888 | $386.5K | 0.04% | +1,600+6.6% | Added |
| Commonwealth Equity Services, LLC | 24,583 | $367.0K | 0.00% | +207+0.8% | Added |
| PFG Advisors | 22,708 | $339.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 22,148 | $330.7K | 0.00% | −3,200−12.6% | Reduced |
| XML Financial, LLC | 20,523 | $306.4K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,097 | $300.0K | 0.00% | −2,437−10.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,958 | $298.0K | 0.00% | −1,176−5.6% | Reduced |
| Fifth Third Bancorp | 18,500 | $276.2K | 0.00% | +18,500 | New |
| Eclectic Associates Inc | 16,125 | $240.7K | 0.03% | +16,125 | New |
| Pensionmark Financial Group, LLC | 14,727 | $219.9K | 0.00% | +1,139+8.4% | Added |
| Truist Financial Corp | 14,032 | $209.5K | 0.00% | +48+0.3% | Added |
| Harbour Wealth Management Group, Inc. | 13,212 | $197.3K | 0.15% | +50+0.4% | Added |
| Level Four Advisory Services, LLC | 12,192 | $182.0K | 0.01% | +12,192 | New |
| Vista Investment Partners II, LLC | 12,053 | $179.9K | 0.08% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 11,311 | $168.0K | 0.12% | 00.0% | Unchanged |
| Readystate Asset Management LP | 10,000 | $149.3K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 9,965 | $148.8K | 0.00% | −32,211−76.4% | Reduced |
| MAI Capital Management | 6,000 | $89.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,962 | $89.0K | 0.01% | −1,854−23.7% | Reduced |
| CoreCap Advisors, LLC | 1,200 | $17.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 800 | $11.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 650 | $9.74K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $7.51K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $3.73K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 168 | $2.51K | 0.00% | +168 | New |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +100+100.0% | Added |
| JPMorgan Chase & Co | 45 | $659 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 0 | $2 | 0.00% | 0 | Unchanged |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −100,773−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −83,807−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −50,132−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −21,655−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −21,530−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −17,898−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| MGB Wealth Management, LLC | – | – | – | – | Not filed |