SEC 13F Intelligence

Zuckerman Investment Group, LLC / MSFT

Zuckerman Investment Group, LLC’s Microsoft Corp Position

Does Zuckerman Investment Group, LLC own Microsoft Corp (MSFT)? Yes — 83.5K shares worth $31M (+2.90% of its 13F portfolio) as of Q1 2026, up from 69.0K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
83.5K
% of Portfolio
+2.90%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $11MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $10MQ2 ’20: $13MQ3 ’20: $13MQ4 ’20: $13MQ4 ’20Q1 ’21: $14MQ2 ’21: $16MQ3 ’21: $15MQ4 ’21: $18MQ4 ’21Q1 ’22: $17MQ2 ’22: $15MQ3 ’22: $14MQ4 ’22: $15MQ4 ’22Q1 ’23: $18MQ2 ’23: $21MQ3 ’23: $19MQ4 ’23: $24MQ4 ’23Q1 ’24: $27MQ2 ’24: $29MQ3 ’24: $28MQ4 ’24: $27MQ4 ’24Q1 ’25: $25MQ2 ’25: $34MQ3 ’25: $35MQ4 ’25: $33MQ4 ’25Q1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202683.5K$31M+2.90%
Q4 202569.0K$33M+2.98%
Q3 202567.2K$35M+3.22%
Q2 202568.3K$34M+3.29%
Q1 202565.6K$25M+2.64%
Q4 202465.4K$27M+2.58%
Q3 202465.0K$28M+2.87%
Q2 202464.9K$29M+3.35%
Q1 202464.7K$27M+3.09%
Q4 202363.4K$24M+3.08%
Q3 202361.4K$19M+2.78%
Q2 202361.4K$21M+2.99%
Q1 202361.5K$18M+2.69%
Q4 202260.7K$15M+2.30%
Q3 202259.8K$14M+2.61%
Q2 202258.1K$15M+2.71%
Q1 202254.2K$17M+2.70%
Q4 202154.2K$18M+2.83%
Q3 202153.9K$15M+2.52%
Q2 202157.9K$16M+2.47%
Q1 202160.1K$14M+2.33%
Q4 202058.7K$13M+2.41%
Q3 202061.0K$13M+2.85%
Q2 202063.0K$13M+3.04%
Q1 202065.2K$10M+3.00%
Q4 201968.9K$11M+2.27%
Q3 201969.2K$10M+2.27%
Q2 201979.7K$11M+2.36%
Q1 201980.0K$9M+2.23%
Q4 201880.1K$8M+2.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Zuckerman Investment Group, LLC’s full portfolio or all institutional holders of MSFT.