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

Q1 2026

Institutions Reporting

53

Shares (Excl. Options)

7,895,195

Price

$14.93

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-209,859
Value change
-$3,098,842
Number of holders
53
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
17,282,389
SEC-reported price per share
$15.65
Insider filing price
$15.65
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.
  • 53 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 53 to 23 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $117,878,045 to $19,753,847.

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 53 institutions filings for Q1 2026.

Open SEC evidence

Security key

50208A102

Latest holder period

Q1 2026

13F holders

53

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 31 Mar 2026, 53 institutional investors reported holding 7,895,195 shares of LMP CAPITAL & INCOME FUND INC. - Common Stock (SCD). This represents 46% 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
44%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 16% 2,779,833 -2% 0.84% $41,503,000
RAYMOND JAMES FINANCIAL INC 10% 1,766,470 -0.7% 0.01% $26,373,406
MORGAN STANLEY 2.5% 432,942 -4.9% 0% $6,463,824
Z3 Capital Partners, LLC 2.4% 420,339 +5.4% 1.6% $6,275,666
Penserra Capital Management LLC 2.2% 385,415 0.07% $5,754,000
WELLS FARGO & COMPANY/MN 1.7% 300,667 +14% 0% $4,488,963
Steward Partners Investment Advisory, LLC 1.5% 250,760 +51% 0.02% $3,743,848
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.84% 145,578 -28% 0% $2,176,396
Advisors Asset Management, Inc. 0.72% 124,673 -33% 0.03% $1,861,368
ABSOLUTE INVESTMENT ADVISERS, LLC 0.56% 97,544 -41% 0.17% $1,456,332
WOLVERINE ASSET MANAGEMENT LLC 0.48% 83,098 -57% 0.02% $1,240,653
LPL Financial LLC 0.47% 81,959 +22% 0% $1,223,647
ROYAL BANK OF CANADA 0.47% 80,692 +4.7% 0% $1,205,000
OSAIC HOLDINGS, INC. 0.47% 80,437 +18% 0% $1,200,932
Yakira Capital Management, Inc. 0.42% 73,285 -20% 0.32% $1,094,145
Allspring Global Investments Holdings, LLC 0.39% 66,697 +1.8% 0% $995,786
Quarry LP 0.34% 58,119 -0.41% 0.18% $867,717
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.31% 54,028 -36% 0.05% $806,638
CHAPIN DAVIS, INC. 0.3% 52,016 -16% 0.17% $776,612
Wealth Care LLC 0.29% 49,294 0% 0.65% $735,966
NewEdge Advisors, LLC 0.27% 46,179 +9.9% 0% $689,452
Calamos Advisors LLC 0.24% 41,404 +14% 0% $618,162
AMERIPRISE FINANCIAL INC 0.2% 33,749 -3.2% 0% $503,873
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.18% 30,626 -0.65% 0.03% $458,777
AlphaStar Capital Management, LLC 0.17% 29,567 -47% 0.03% $441,435

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 1,263,247 $19,753,847 +$4,448,049 $15.65 23
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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