Investment adviser · CRD 105088

WEITZ INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

OMAHA, NE, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $8.08B
Client accounts: 22
Employees: 36
Advisory professionals: 13

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	10	$7,691,365,581	95.2%
Charities	7	$286,375,720	3.5%
High-net-worth individuals	Fewer than 5	$86,984,341	1.1%
Other clients	1	$15,140,000	0.2%

Filing source

Form ADV 2070345 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HEIDER-WEITZ LIMITED PARTNERSHIPPrivate Equity Fund · Last reported Aug 30, 2016$27.9MGross asset value

Auditor ERNST & YOUNG LLP CINCINNATI, Ohio, United States

Custodian WELLS FARGO BANK, NA MINNEAPOLIS, Minnesota, United States Related to adviser: No

Prime broker MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221

Fund details & source

Fund ID: 805-6139645998
Reported beneficial owners: 20
Minimum commitment: $500K
Form D file number: 021-1587405

Form ADV 1038092 · Aug 30, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

3555 FARNAM STREET, SUITE 800
OMAHA, NE, 68131-3312, United States

CRD 105088

Filing source

Form ADV 2070345 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.