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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 0 | $2 | 0.00% | 0 | Unchanged |
| JPMorgan Chase & Co | 45 | $659 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +100+100.0% | Added |
| Osbon Capital Management LLC | 168 | $2.51K | 0.00% | +168 | New |
| Highline Wealth Partners LLC | 250 | $3.73K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $7.51K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 650 | $9.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 800 | $11.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,200 | $17.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,962 | $89.0K | 0.01% | −1,854−23.7% | Reduced |
| MAI Capital Management | 6,000 | $89.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,965 | $148.8K | 0.00% | −32,211−76.4% | Reduced |
| Readystate Asset Management LP | 10,000 | $149.3K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 11,311 | $168.0K | 0.12% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 12,053 | $179.9K | 0.08% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 12,192 | $182.0K | 0.01% | +12,192 | New |
| Harbour Wealth Management Group, Inc. | 13,212 | $197.3K | 0.15% | +50+0.4% | Added |
| Truist Financial Corp | 14,032 | $209.5K | 0.00% | +48+0.3% | Added |
| Pensionmark Financial Group, LLC | 14,727 | $219.9K | 0.00% | +1,139+8.4% | Added |
| Eclectic Associates Inc | 16,125 | $240.7K | 0.03% | +16,125 | New |
| Fifth Third Bancorp | 18,500 | $276.2K | 0.00% | +18,500 | New |
| Cambridge Investment Research Advisors, Inc. | 19,958 | $298.0K | 0.00% | −1,176−5.6% | Reduced |
| Private Advisor Group, LLC | 20,097 | $300.0K | 0.00% | −2,437−10.8% | Reduced |
| XML Financial, LLC | 20,523 | $306.4K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 22,148 | $330.7K | 0.00% | −3,200−12.6% | Reduced |
| PFG Advisors | 22,708 | $339.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,583 | $367.0K | 0.00% | +207+0.8% | Added |
| NWF Advisory Services Inc. | 25,888 | $386.5K | 0.04% | +1,600+6.6% | Added |
| Bank of America Corp | 26,024 | $388.5K | 0.00% | +661+2.6% | Added |
| AlphaStar Capital Management, LLC | 29,567 | $441.4K | 0.03% | −26,038−46.8% | Reduced |
| International Assets Investment Management, LLC | 30,626 | $458.8K | 0.03% | −200−0.6% | Reduced |
| Ameriprise Financial Inc | 33,749 | $503.9K | 0.00% | −1,107−3.2% | Reduced |
| Calamos Advisors LLC | 41,404 | $618.2K | 0.00% | +4,930+13.5% | Added |
| GWM Advisors LLC | 46,179 | $689.5K | 0.00% | +4,172+9.9% | Added |
| Wealth Care LLC | 49,294 | $736.0K | 0.65% | +49,294 | New |
| Chapin Davis, Inc. | 52,016 | $776.6K | 0.17% | −9,800−15.9% | Reduced |
| Landscape Capital Management, L.L.C. | 54,028 | $806.6K | 0.05% | −29,861−35.6% | Reduced |
| Quarry LP | 58,119 | $867.7K | 0.17% | −240−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 66,697 | $995.8K | 0.00% | +1,200+1.8% | Added |
| Yakira Capital Management, Inc. | 73,285 | $1.09M | 0.32% | −17,937−19.7% | Reduced |
| Advisor Group Holdings, Inc. | 80,437 | $1.20M | 0.00% | +12,049+17.6% | Added |
| Royal Bank of Canada | 80,692 | $1.21M | 0.00% | +3,630+4.7% | Added |
| LPL Financial LLC | 81,959 | $1.22M | 0.00% | +14,787+22.0% | Added |
| Wolverine Asset Management LLC | 83,098 | $1.24M | 0.02% | −108,137−56.5% | Reduced |
| Absolute Investment Advisers LLC | 97,544 | $1.46M | 0.17% | −67,013−40.7% | Reduced |
| Advisors Asset Management, Inc. | 124,673 | $1.86M | 0.03% | −63,444−33.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 145,578 | $2.18M | 0.00% | −57,113−28.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 250,760 | $3.74M | 0.02% | +84,346+50.7% | Added |
| Wells Fargo & Company | 300,667 | $4.49M | 0.00% | +35,847+13.5% | Added |
| Penserra Capital Management LLC | 385,415 | $5.75M | 0.07% | +385,415 | New |
| Z3 Capital Partners, LLC | 420,339 | $6.28M | 1.59% | +21,354+5.4% | Added |
| Morgan Stanley | 432,943 | $6.46M | 0.00% | −22,484−4.9% | Reduced |
| Raymond James Financial Inc | 1,766,470 | $26.4M | 0.01% | −12,504−0.7% | Reduced |
| Sit Investment Associates Inc | 2,779,833 | $41.5M | 0.84% | −57,876−2.0% | Reduced |
| 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 |