Security Snapshot

LMP CAPITAL & INCOME FUND INC. - Common Stock (SCD) Institutional Ownership

CUSIP: 50208A102

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

57

Shares (Excl. Options)

7,753,707

Price

$15.65

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-141,488
Value change
-$2,058,669
Number of holders
57
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
17,282,389
SEC-reported price per share
$15.45
Insider filing price
$15.45
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SCD - LMP CAPITAL & INCOME FUND INC. - Common Stock is tracked under CUSIP 50208A102.
  • 57 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 53 to 57 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $117,878,045 to $121,320,919.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 57 institutions filings for Q2 2026.

Open SEC evidence

Security key

50208A102

Latest holder period

Q2 2026

13F holders

57

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
SCD
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 14% $48,387,955 3,115,773 Sit Investment Associates, Inc. 31 Jul 2025
Raymond James Financial Services Advisors, Inc. 4.2% -25% $11,272,611 -$4,082,325 725,860 -27% Raymond James Financial Services Advisors, Inc. 30 Sep 2025

As of 30 Jun 2026, 57 institutional investors reported holding 7,753,707 shares of LMP CAPITAL & INCOME FUND INC. - Common Stock (SCD). This represents 45% of the company’s total 17,282,389 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
43%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 15% 2,635,988 -5.2% 0.78% $41,253,000
RAYMOND JAMES FINANCIAL INC 7.2% 1,250,759 -29% 0.01% $19,574,387
Z3 Capital Partners, LLC 2.5% 425,705 +1.3% 1.4% $6,662,291
MORGAN STANLEY 2.4% 411,785 -4.9% 0% $6,444,435
Penserra Capital Management LLC 2.3% 400,669 +4% 0.05% $6,270,000
Shaker Financial Services, LLC 1.9% 333,414 1.6% $5,217,930
WELLS FARGO & COMPANY/MN 1.9% 327,370 +8.9% 0% $5,123,340
Allspring Global Investments Holdings, LLC 1.4% 234,388 +251% 0.01% $3,668,172
Steward Partners Investment Advisory, LLC 0.98% 169,835 -32% 0.01% $2,657,915
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.98% 169,537 +16% 0% $2,637,991
Advisors Asset Management, Inc. 0.86% 148,994 +20% 0.04% $2,331,756
WOLVERINE ASSET MANAGEMENT LLC 0.83% 142,755 +72% 0.03% $2,234,116
OSAIC HOLDINGS, INC. 0.65% 111,980 +39% 0% $1,752,489
ROYAL BANK OF CANADA 0.48% 83,818 +3.9% 0% $1,312,000
Yakira Capital Management, Inc. 0.42% 73,285 0% 0.34% $1,146,910
LPL Financial LLC 0.35% 60,235 -27% 0% $942,683
CHAPIN DAVIS, INC. 0.3% 52,416 +0.77% 0.14% $820,329
Wealth Care LLC 0.29% 49,813 +1.1% 0.63% $779,569
NewEdge Advisors, LLC 0.28% 47,911 +3.8% 0% $749,807
Calamos Advisors LLC 0.26% 44,362 +7.1% 0% $694,265
AMERIPRISE FINANCIAL INC 0.22% 37,966 +12% 0% $594,175
READYSTATE ASSET MANAGEMENT LP 0.22% 37,940 +279% 0.03% $593,761
Logan Stone Capital, LLC 0.19% 32,089 0.11% $502,193
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.18% 31,914 -41% 0.03% $499,454
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.18% 31,126 +1.6% 0.03% $486,188

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 7,753,707 $121,320,919 -$2,058,669 $15.65 57
2026 Q1 7,895,195 $117,878,045 -$3,098,842 $14.93 53
2025 Q4 8,084,127 $119,850,824 -$8,381,358 $14.81 60
2025 Q3 8,205,986 $127,479,758 +$54,042,646 $15.53 54
2025 Q2 4,736,055 $73,901,023 +$8,824,846 $15.60 52
2025 Q1 4,157,072 $66,189,512 +$3,084,161 $15.93 45
2024 Q4 3,976,173 $68,397,008 +$227,199 $17.20 41
2024 Q3 3,880,925 $68,273,227 -$3,391,326 $17.59 39
2024 Q2 4,107,327 $63,601,837 -$1,752,818 $15.48 42
2024 Q1 4,204,894 $65,778,327 -$71,543 $15.64 43
2023 Q4 4,242,726 $59,426,400 -$1,551,279 $14.01 46
2023 Q3 4,228,046 $52,845,425 -$1,263,836 $12.50 39
2023 Q2 4,326,866 $55,438,203 -$2,692,500 $12.81 42
2023 Q1 4,543,929 $55,525,857 +$213,852 $12.21 45
2022 Q4 4,499,812 $54,138,749 -$894,107 $12.04 41
2022 Q3 4,551,891 $51,299,000 +$1,661,675 $11.27 36
2022 Q2 4,403,365 $54,245,000 -$1,084,108 $12.32 38
2022 Q1 4,637,224 $67,807,000 +$509,938 $14.62 39
2021 Q4 4,600,552 $69,923,000 +$2,368,765 $15.20 43
2021 Q3 4,448,376 $61,225,000 +$1,266,884 $13.76 37
2021 Q2 4,353,237 $62,780,000 -$4,038,090 $14.42 43
2021 Q1 4,576,262 $58,112,785 -$1,663,270 $12.70 37
2020 Q4 4,726,234 $55,062,000 +$5,793,649 $11.65 41
2020 Q3 4,229,449 $43,156,000 +$460,010 $10.20 35
2020 Q2 4,185,569 $41,893,000 +$6,112,813 $10.00 33
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