Weitz Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 30, 2026, reports $8.1B in regulatory assets under management, 36 employees, and 22 accounts.
Assets Under Management
$8.1B
Employees
36
Offices
--
Total Clients
18
Primary office
OMAHA, NE
3555 FARNAM STREET, SUITE 800, OMAHA, NE, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 55.6% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
55.6%
10
2
Charitable
38.9%
7
3
Irrevocable Trusts/Estates
5.6%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.1Bas of March 30, 2026
Discretionary95.5%
$7.7B
96% of total RAUM95.5%
Non-discretionary4.5%
$360M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.1B
Total Accounts22
10Y AUM Change+$3.7B (+85.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee1:1
10Y Employee Change-4 (-10.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.