Weitz Investment Management, Inc.

Overview

Weitz Investment Management, Inc. is an SEC registered investment adviser based in Omaha, NE, registered since 1983. It reports $8.1B in assets under management across 22 accounts, with 36 employees. It has 3 investment adviser representatives.

Reported AUM

$8.1B

Discretionary

96%

Accounts

22

Average account

$367M

Employees

36

Advisory reps

3

Registered since

1983

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Investment Companies
• Other clients

Fee structure

Percentage of Assets

Executive officers 3 of 7

• James Joseph Boyne President and Treasurer CRD 2370445
• Andrew Steven Weitz Co-Chairman of the Board, Co-Chief Investment Officer CRD 3070689
• Wallace Roger Weitz Co-Chairman of the Board CRD 462632

4 more executive officers, with direct contact details

Advisory reps 3 of 3

• Ryan Tanner Holloman Registered Rep · Investment Adviser Rep CRD 5022519
• Giuseppe Merlo Registered Rep · Investment Adviser Rep CRD 4978968
• Jessica Joan Nagengast Registered Rep · Investment Adviser Rep CRD 5146530

Location

Headquarters

3555 Farnam St Ste 800
Omaha, NE 68131

County

Douglas

Metro area

Omaha-Council Bluffs, NE-IA

Region

Midwest

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: weitzinvestments.com

Every state, with registration dates

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