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
- 7.75M
- −141.5K (−1.8%) vs. Q1 2026
- Total value
- $121.3M
- +$3.44M (+2.9%) 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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 0 | $2 | 0.00% | 0 | Unchanged |
| JPMorgan Chase & Co | 45 | $707 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 111 | $1.74K | 0.00% | +111 | New |
| FNY Investment Advisers, LLC | 200 | $3.00K | 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 |
| Farther Finance Advisors, LLC | 650 | $10.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 800 | $12.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 973 | $15.2K | 0.00% | +973 | New |
| Jones Financial Companies LLLP | 1,000 | $15.5K | 0.00% | +1,000 | New |
| CoreCap Advisors, LLC | 1,200 | $18.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,000 | $31.3K | 0.00% | +2,000 | New |
| UBS Group AG | 10,062 | $157.5K | 0.00% | +97+1.0% | Added |
| First National Trust Co | 11,581 | $181.2K | 0.01% | +11,581 | New |
| Aurora Private Wealth, Inc. | 11,818 | $185.0K | 0.12% | +507+4.5% | Added |
| Janney Montgomery Scott LLC | 12,519 | $196.0K | 0.00% | +12,519 | New |
| Level Four Advisory Services, LLC | 12,764 | $199.8K | 0.01% | +572+4.7% | Added |
| Harbour Wealth Management Group, Inc. | 13,467 | $210.8K | 0.14% | +255+1.9% | Added |
| Pensionmark Financial Group, LLC | 14,727 | $222.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 14,385 | $225.1K | 0.00% | +353+2.5% | Added |
| Eclectic Associates Inc | 16,125 | $252.4K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 18,500 | $289.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 19,980 | $313.0K | 0.00% | +22+0.1% | Added |
| Commonwealth Equity Services, LLC | 20,081 | $314.3K | 0.00% | −4,502−18.3% | Reduced |
| XML Financial, LLC | 20,523 | $321.2K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,937 | $327.7K | 0.00% | +840+4.2% | Added |
| Independent Financial Group, LLC | 22,865 | $357.8K | 0.01% | +22,865 | New |
| Abel Hall, LLC | 25,000 | $391.3K | 0.07% | +25,000 | New |
| Bank of America Corp | 25,438 | $398.1K | 0.00% | −586−2.3% | Reduced |
| NWF Advisory Services Inc. | 25,888 | $405.1K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 26,364 | $412.6K | 0.01% | +26,364 | New |
| Blue Bell Private Wealth Management, LLC | 26,947 | $421.7K | 0.05% | +20,985+352.0% | Added |
| AlphaStar Capital Management, LLC | 30,203 | $472.7K | 0.03% | +636+2.2% | Added |
| International Assets Investment Management, LLC | 31,126 | $486.2K | 0.03% | +500+1.6% | Added |
| Landscape Capital Management, L.L.C. | 31,914 | $499.5K | 0.03% | −22,114−40.9% | Reduced |
| Logan Stone Capital, LLC | 32,089 | $502.2K | 0.11% | +32,089 | New |
| Readystate Asset Management LP | 37,940 | $593.8K | 0.02% | +27,940+279.4% | Added |
| Ameriprise Financial Inc | 37,966 | $594.2K | 0.00% | +4,217+12.5% | Added |
| Calamos Advisors LLC | 44,362 | $694.3K | 0.00% | +2,958+7.1% | Added |
| GWM Advisors LLC | 47,911 | $749.8K | 0.00% | +1,732+3.8% | Added |
| Wealth Care LLC | 49,813 | $779.6K | 0.63% | +519+1.1% | Added |
| Chapin Davis, Inc. | 52,416 | $820.3K | 0.14% | +400+0.8% | Added |
| LPL Financial LLC | 60,235 | $942.7K | 0.00% | −21,724−26.5% | Reduced |
| Yakira Capital Management, Inc. | 73,285 | $1.15M | 0.34% | 00.0% | Unchanged |
| Royal Bank of Canada | 83,818 | $1.31M | 0.00% | +3,126+3.9% | Added |
| Advisor Group Holdings, Inc. | 111,980 | $1.75M | 0.00% | +31,543+39.2% | Added |
| Wolverine Asset Management LLC | 142,755 | $2.23M | 0.03% | +59,657+71.8% | Added |
| Advisors Asset Management, Inc. | 148,994 | $2.33M | 0.04% | +24,321+19.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 169,537 | $2.64M | 0.00% | +23,959+16.5% | Added |
| Steward Partners Investment Advisory, LLC | 169,835 | $2.66M | 0.01% | −80,925−32.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 234,388 | $3.67M | 0.01% | +167,691+251.4% | Added |
| Wells Fargo & Company | 327,370 | $5.12M | 0.00% | +26,703+8.9% | Added |
| Shaker Financial Services, LLC | 333,414 | $5.22M | 1.63% | +333,414 | New |
| Penserra Capital Management LLC | 400,669 | $6.27M | 0.05% | +15,254+4.0% | Added |
| Morgan Stanley | 411,785 | $6.44M | 0.00% | −21,158−4.9% | Reduced |
| Z3 Capital Partners, LLC | 425,705 | $6.66M | 1.40% | +5,366+1.3% | Added |
| Raymond James Financial Inc | 1,250,759 | $19.6M | 0.01% | −515,711−29.2% | Reduced |
| Sit Investment Associates Inc | 2,635,988 | $41.3M | 0.78% | −143,845−5.2% | Reduced |
| 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 |