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WEITZ INVESTMENT MANAGEMENT, INC.
CRD 105088File 801-18819
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.08B
Top 10% of cohort (national)
Discretionary AUM
$7.72B
Non-discretionary $359.7M
Clients
17
22 accounts
Employees
36
Top 10% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 12, 1983
- Principal office
- 3555 FARNAM STREET, SUITE 800, OMAHA, NE, 68131-3312
- Phone
- 402-391-1980
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.08B
- Discretionary AUM
- $7.72B
- Non-discretionary AUM
- $359.7M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 10
- Total accounts
- 22
- AUM per client
- $475.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 10 | $7.69B |
| Charitable organizations | 7 | $286.4M |
| High net worth individuals | Fewer than 5 | $87.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 18 | 17 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.