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WEITZ INVESTMENT MANAGEMENT, INC.

OMAHA, NE · CRD 105088 · IAPD ↗ · weitzinvestments.com · 402-391-1980

$8.08BRegulatory AUM
13Advisory reps
36Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2025 — WEITZ INVESTMENT MANAGEMENT, INC. reported RAUM up 32% ($5.15B -> $6.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — WEITZ INVESTMENT MANAGEMENT, INC. reported RAUM up 43% ($3.60B -> $5.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.