Firm profile

Weitz Investment Management, Inc..

OMAHA, NECRD 105088Registration Status: ApprovedEffective since May 12, 1983SEC # 801-18819Latest ADV March 30, 2026

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, 1 office, and 22 accounts.

Assets Under Management

$8.1B

Employees

Offices

1 office

Total Clients

Associated firm names

3 names listed

WALLACE R. WEITZ & COMPANY
WEITZ WALLACE R & CO
WEITZ INVESTMENT MANAGEMENT, INC.

Leadership

4 roles identified

CCOJohn R. Detisch

CFOShar M. Bennett

CIOAndrew S. Weitz

Advisory services offered

3 types reported

Portfolio management for businesses

Portfolio management for individuals and small businesses

Portfolio management for investment companies

Fee models offered

1 types reported

Asset based fees

Offices & Contact

Primary office

OMAHA, Nebraska, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Nebraska

OMAHAPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone402-391-1980 WebsiteVisit website LinkedInView profile

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.

Client Coverage Demographics

Top client segmentInvestment Cos. represent 55.6% of total clients.

Top client categories% of clientsClients

Investment Cos.

55.6%

Charitable

38.9%

Irrevocable Trusts/Estates

5.6%

Categories with <5 clients

High net worth individuals (HNWI)<5 clients

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%)

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.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

ANDREW STEVEN WEITZDirect owner · Schedule AInterest in WEITZ INVESTMENT MANAGEMENT, INC.

75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Weitz Investment Management, Inc...

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-03-30 · Schedules A and B

7 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	WALLACE ROGER WEITZCO-CHAIRMAN OF THE BOARDIndividual	WEITZ INVESTMENT MANAGEMENT, INC.	Less than 5%Code NA	Yes	CO-CHAIRMAN OF THE BOARD03/1983	Schedule APDF page 19
2	BRADLEY PAUL HINTONEXECUTIVE VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICERIndividual	WEITZ INVESTMENT MANAGEMENT, INC.	Less than 5%Code NA	Yes	EXECUTIVE VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICER07/2006	Schedule APDF page 19
3	JOHN ROBERT DETISCHVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERIndividual	WEITZ INVESTMENT MANAGEMENT, INC.	Less than 5%Code NA	No	VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER02/2011	Schedule APDF page 19
4	ANDREW STEVEN WEITZCO-CHAIRMAN OF THE BOARD AND CO-CHIEF INVESTMENT OFFICERIndividual	WEITZ INVESTMENT MANAGEMENT, INC.	75% or moreCode E	Yes	CO-CHAIRMAN OF THE BOARD AND CO-CHIEF INVESTMENT OFFICER08/2017	Schedule APDF page 19
5	JAMES JOSEPH BOYNEPRESIDENT AND ASSISTANT TREASURERIndividual	WEITZ INVESTMENT MANAGEMENT, INC.	Less than 5%Code NA	Yes	PRESIDENT AND ASSISTANT TREASURER11/2018	Schedule APDF page 19
6	SHAR MARIE BENNETTSENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURERIndividual	WEITZ INVESTMENT MANAGEMENT, INC.	Less than 5%Code NA	Yes	SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER02/2021	Schedule APDF page 19
7	LORI ANN DORSEYSENIOR VICE PRESIDENT AND CHIEF CLIENT OFFICERIndividual	WEITZ INVESTMENT MANAGEMENT, INC.	Less than 5%Code NA	Yes	SENIOR VICE PRESIDENT AND CHIEF CLIENT OFFICER01/2023	Schedule APDF page 20

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/30/2026 4:09:11 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.