Data / Investment advisers / Nebraska / Weitz Investment Management, Inc.
Weitz Investment Management, Inc., Omaha, NE: $8.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Weitz Investment Management, Inc. is an SEC registered investment adviser with its main office in Omaha, Nebraska and reports $8.1 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include investment companies, charitable organizations and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Weitz Investment Management, Inc. (CRD number 105088): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105088
- SEC file number
- 801-18819
- SEC status
- Approved, effective May 12, 1983
- Main office
- 3555 Farnam Street Suite 800, Omaha, NE 68131
- Phone
- (402) 391-1980
- Website
- weitzinvestments.com
- Regulatory AUM
- $8,079,865,642 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $7,720,156,821
- Non discretionary AUM
- $359,708,821
- Accounts
- 22
- Employees
- 36, of which 13 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 10 | $7.69 billion |
| Charitable organizations | 7 | $286.4 million |
| High net worth individuals | Fewer than 5 | $87 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $8.08 billion | March 30, 2026 |
| December 1, 2025 | $6.83 billion | August 21, 2025 |
Other advisers in Omaha
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | Omaha | $64.84 billion | Not listed | adviserinfo.sec.gov |
| CWM, LLC | Omaha | $50.58 billion | Not listed | adviserinfo.sec.gov |
| Bridges Investment Management Inc | Omaha | $11.31 billion | 1 | adviserinfo.sec.gov |
| Mutual Advisors, LLC | Omaha | $9.45 billion | Not listed | adviserinfo.sec.gov |
| First National Advisers, LLC | Omaha | $7.37 billion | Not listed | adviserinfo.sec.gov |
| Avior Wealth Management, LLC | Omaha | $6.46 billion | Not listed | adviserinfo.sec.gov |
| M-One Capital | Omaha | $3.77 billion | 11 | adviserinfo.sec.gov |
| Lutz Financial | Omaha | $3.19 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Omaha, NE
- Investment advisers in Nebraska
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving charitable organizations
- Weitz Investment Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.