Institutional
    SEC Registered

    Weitz Investment Management, Inc.

    Registered investment advisor · Omaha, Nebraska · CRD #105088

    Assets Under Management
    $8.1B
    Client Accounts
    22
    Employees
    36
    CRD Number
    105088
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Weitz Investment Management, Inc.

    Investment firm formed with the vision of value creation for retail investors. We seek to create positive economic impact and long-term value for our investors and the companies we invest in. Our investments are designed to preserve and grow our limited partners' capital, providing financial security to individuals, and other institutional investors. Offerings for retail investors are diversified across - PMS, Mutual Funds, Fixed Income, Retirement Planning, Financial Planning, Wealth Management

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Weitz Investment Management, Inc.

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    Frequently Asked Questions

    What is Weitz Investment Management, Inc.'s AUM?

    Weitz Investment Management, Inc. reports approximately $8.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Weitz Investment Management, Inc. headquartered?

    Weitz Investment Management, Inc. is headquartered in Omaha, Nebraska.

    What is Weitz Investment Management, Inc.'s CRD number?

    Weitz Investment Management, Inc.'s CRD number is 105088. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Weitz Investment Management, Inc. manage?

    Weitz Investment Management, Inc. manages approximately 22 client accounts according to its latest SEC filing.

    Is Weitz Investment Management, Inc. SEC registered?

    Yes, Weitz Investment Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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