Security Snapshot

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

CUSIP: 50208A102

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

57

Shares (Excl. Options)

7.75MFull value: 7,753,707 · shares · 30 Jun 2026

Price

$15.65

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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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
22,869,927
SEC-reported price per share
$14.74
Insider filing price
$14.74
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

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
    $117.88MFull value: $117,878,045 · USD · 31 Mar 2026
    to
    $121.32MFull value: $121,320,919 · USD · 30 Jun 2026
    .

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

13F reference 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 8.2% -39% $28,973,910 -$19,164,783 1,875,334 -40% Sit Investment Associates, Inc. 30 Sep 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
7.75MFull value: 7,753,707 · shares · 30 Jun 2026
shares of LMP CAPITAL & INCOME FUND INC. - Common Stock (SCD). This represents 34% of the company’s total
22.87MFull value: 22,869,927 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
32%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 12% 2,635,988 -5.2% 0.78% $41,253,000
RAYMOND JAMES FINANCIAL INC 5.5% 1,250,759 -29% 0.01% $19,574,387
Z3 Capital Partners, LLC 1.9% 425,705 +1.3% 1.4% $6,662,291
MORGAN STANLEY 1.8% 411,785 -4.9% 0% $6,444,435
Penserra Capital Management LLC 1.8% 400,669 +4% 0.05% $6,270,000
Shaker Financial Services, LLC 1.5% 333,414 1.6% $5,217,930
WELLS FARGO & COMPANY/MN 1.4% 327,370 +8.9% 0% $5,123,340
Allspring Global Investments Holdings, LLC 1% 234,388 +251% 0.01% $3,668,172
Steward Partners Investment Advisory, LLC 0.74% 169,835 -32% 0.01% $2,657,915
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.74% 169,537 +16% 0% $2,637,991
Advisors Asset Management, Inc. 0.65% 148,994 +20% 0.04% $2,331,756
WOLVERINE ASSET MANAGEMENT LLC 0.62% 142,755 +72% 0.03% $2,234,116
OSAIC HOLDINGS, INC. 0.49% 111,980 +39% 0% $1,752,489
ROYAL BANK OF CANADA 0.37% 83,818 +3.9% 0% $1,312,000
Yakira Capital Management, Inc. 0.32% 73,285 0% 0.34% $1,146,910
LPL Financial LLC 0.26% 60,235 -27% 0% $942,683
CHAPIN DAVIS, INC. 0.23% 52,416 +0.77% 0.14% $820,329
Wealth Care LLC 0.22% 49,813 +1.1% 0.63% $779,569
NewEdge Advisors, LLC 0.21% 47,911 +3.8% 0% $749,807
Calamos Advisors LLC 0.19% 44,362 +7.1% 0% $694,265
AMERIPRISE FINANCIAL INC 0.17% 37,966 +12% 0% $594,175
READYSTATE ASSET MANAGEMENT LP 0.17% 37,940 +279% 0.03% $593,761
Logan Stone Capital, LLC 0.14% 32,089 0.11% $502,193
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.14% 31,914 -41% 0.03% $499,454
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.14% 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
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 789,096 $11,316,984 +$370,057 $14.74 15
2026 Q2 7,753,707 $121,320,919 -$2,058,669 $15.65 57
2026 Q1 7,895,195 $117,878,045 -$3,110,622 $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
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