{ "crd_number": 105088, "slug": "weitz-investment-management-inc-omaha-ne-105088", "primary_business_name": "WEITZ INVESTMENT MANAGEMENT, INC.", "legal_name": "WEITZ INVESTMENT MANAGEMENT, INC.", "dbas": [], "city": "Omaha", "state": "NE", "country": "United States", "cbsa_code": "36540", "metro": { "cbsa_code": "36540", "common_name": "Omaha", "msa_name": "Omaha, NE-IA", "path": "/advisors/ne/omaha" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1983-05-12", "years_registered": 43, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 8079865642.0, "raum_discretionary": 7720156821.0, "raum_non_discretionary": 359708821.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 36, "advisory_employees": 13, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 15140000.0, "count": 1, "description": "TRUST WHERE THE BENEFICIARY(IES) MAY BE INDIVIDUALS" }, "charitable": { "raum": 286375720.0, "count": 7 }, "banking_thrift": { "raum": null, "count": 0 }, "state_municipal": { "raum": null, "count": 0 }, "insurance_companies": { "raum": null, "count": 0 }, "investment_companies": { "raum": 7691365581.0, "count": 10 }, "pension_profit_sharing": { "raum": null, "count": 0 }, "other_investment_advisers": { "raum": null, "count": 0 }, "high_net_worth_individuals": { "raum": 86984341.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": null, "count": 0 }, "corporations_other_businesses": { "raum": null, "count": 0 }, "business_development_companies": { "raum": null, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": null, "count": 0 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NE" ], "websites": [ "https://facebook.com/WEITZINVESTMENTMANAGEMENT", "https://linkedin.com/company/weitzinvestments", "https://twitter.com/WEITZINVEST", "https://weitzinvestments.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105088", "city_as_filed": "OMAHA", "url": "https://advisorcensus.com/firm/weitz-investment-management-inc-omaha-ne-105088", "display_name": "Weitz Investment Management, Inc.", "summary": "Weitz Investment Management, Inc. is an SEC-registered investment advisory firm in Omaha, NE, registered since 1983, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Weitz Investment Management, Inc. (CRD 105088): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Weitz Investment Management, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Weitz Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Weitz Investment Management, Inc. located?", "a": "Weitz Investment Management, Inc.'s principal office is in Omaha, NE, according to its Form ADV." }, { "q": "Is Weitz Investment Management, Inc. registered with the SEC or a state?", "a": "Weitz Investment Management, Inc. is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105088." }, { "q": "How much does Weitz Investment Management, Inc. manage?", "a": "Weitz Investment Management, Inc. reports $8,079,865,642 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (96% discretionary)." }, { "q": "How have Weitz Investment Management, Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Weitz Investment Management, Inc.: Regulatory assets under management: $3,597,320,740 in the October 2021 data and $8,079,865,642 in the October 2026 data, up 125%. Total employees: 36 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Weitz Investment Management, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: investment companies (10); charitable organizations (7); other (1)." }, { "q": "Which custodians does Weitz Investment Management, Inc. use?", "a": "Weitz Investment Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Weitz Investment Management, Inc. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105088" }, { "q": "What changed in Weitz Investment Management, Inc.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 14 to 13. Regulatory assets under management went from $6,826,063,139 to $8,079,865,642 (+18%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3597320740.0, "total_employees": 36, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3891834482.0, "total_employees": 35, "filing_date": "2022-03-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3604320081.0, "total_employees": 36, "filing_date": "2023-03-28" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5153814823.0, "total_employees": 37, "filing_date": "2024-08-13" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6826063139.0, "total_employees": 38, "filing_date": "2025-03-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 8079865642.0, "total_employees": 36, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 14 to 13.", "Regulatory assets under management went from $6,826,063,139 to $8,079,865,642 (+18%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/weitz-investment-management-inc-omaha-ne-105088.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": null, "fewer_than_5": true, "raum": 86984341.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "investment_companies", "label": "Investment companies", "count": 10, "fewer_than_5": false, "raum": 7691365581.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "charitable", "label": "Charitable organizations", "count": 7, "fewer_than_5": false, "raum": 286375720.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "other", "label": "Other", "count": 1, "fewer_than_5": false, "raum": 15140000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105088", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }