# Weitz Investment Management, Inc. > 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. - CRD: 105088 - Filed as: WEITZ INVESTMENT MANAGEMENT, INC. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Omaha, NE - Filing period: October 2026 - Form ADV filing dated: March 30, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105088 - AdvisorCensus page: https://advisorcensus.com/firm/weitz-investment-management-inc-omaha-ne-105088 ## Quick answers **How is Weitz Investment Management, Inc. compensated?** 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. **Where is Weitz Investment Management, Inc. located?** Weitz Investment Management, Inc.'s principal office is in Omaha, NE, according to its Form ADV. **Is Weitz Investment Management, Inc. registered with the SEC or a state?** Weitz Investment Management, Inc. is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105088. **How much does Weitz Investment Management, Inc. manage?** 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). **How have Weitz Investment Management, Inc.'s assets and staff changed since 2021?** 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. **What types of clients does Weitz Investment Management, Inc. serve?** By number of clients on Form ADV Item 5.D: investment companies (10); charitable organizations (7); other (1). **Which custodians does Weitz Investment Management, Inc. use?** 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. **Does Weitz Investment Management, Inc. report any disciplinary disclosures?** 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 **What changed in Weitz Investment Management, Inc.'s recent Form ADV filings?** 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%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. 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. ### Regulatory assets under management (Item 5.F) - Total: $8,079,865,642 - Discretionary: $7,720,156,821 - Non-discretionary: $359,708,821 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | High net worth individuals | Fewer than 5 | $86,984,341 | | Banking or thrift institutions | 0 | Not reported | | Investment companies | 10 | $7,691,365,581 | | Business development companies | 0 | Not reported | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported | | Charitable organizations | 7 | $286,375,720 | | State or municipal government entities (including government pension plans) | 0 | Not reported | | Other investment advisers | 0 | Not reported | | Insurance companies | 0 | Not reported | | Sovereign wealth funds and foreign official institutions | 0 | Not reported | | Corporations or other businesses not listed above | 0 | Not reported | | Other | 1 | $15,140,000 | ### Advisory services (Item 5.G) - 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 ### Firm details - Registered since: 1983 (43 years) - Employees: 36 total, 13 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: NE - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - weitzinvestments.com - Facebook @WEITZINVESTMENTMANAGEMENT - LinkedIn @weitzinvestments - X @WEITZINVEST ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $3,597,320,740 | 36 | March 31, 2021 | | October 2022 | $3,891,834,482 | 35 | March 28, 2022 | | October 2023 | $3,604,320,081 | 36 | March 28, 2023 | | October 2024 | $5,153,814,823 | 37 | August 13, 2024 | | October 2025 | $6,826,063,139 | 38 | March 26, 2025 | | October 2026 | $8,079,865,642 | 36 | March 30, 2026 | 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. ## Changes in the filing (last 12 months) ### April 2026 - 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%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weitz Investment Management, Inc. (CRD 105088): Form ADV filing data as of October 2026.