Weitz Investment Management, Inc.

RIASEC RegisteredEst. 1983

Total AUM

$8.1B

Discretionary

$7.7B

96% of AUM

Avg account

$367M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Omaha, Nebraska
CRD number: 105088
Registered since: May 12, 1983
Website: weitzinvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies95.19%
Charitable Organizations3.54%
HNWI1.08%
Other0.19%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Weitz Investment Management, Inc. is an SEC-registered institutional RIA that has operated since 1983. The firm manages portfolios for institutional clients and for individuals/small businesses, and it provides portfolio management services to investment companies and other businesses or institutions. Fees are charged as a percentage of assets under management. The firm is not characterized as an active ESG investor and maintains an industry affiliation with a broker-dealer. Investment activity skews toward public equities: filings and asset-breakdown data identify a clear preference for exchange-traded holdings. Advisory coverage includes both discretionary and non-discretionary mandates, with the majority of assets managed on a discretionary basis.