Weitz Investment Management is an investment advisor in Omaha with $3.89 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Weitz Wallace R & Co
SEC CIK
IRS number
470654095
SEC advisor number
801-18819
FINRA CRD number
105088
AUM ?
$3.89 bn
(as of 28 Mar 22)
Accounts
25
(as of 28 Mar 22)
Employees
35
(12 investment advisory or research)
Address
Weitz Investment Management
1125 SOUTH 103 STREET
SUITE 200
OMAHA
NE 68124
1125 SOUTH 103 STREET
SUITE 200
OMAHA
NE 68124
Office hours
Monday - Friday, 8:00 A.M. TO 4:30 P.M.
Phone
4023911980
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Weitz, Wallace, Roger | Chairman of the Board and Co-chief Investment Officer | 03/1983 | > 75% |
Hinton, Bradley, Paul | Vice President and Co-chief Investment Officer | 07/2006 | < 5% |
Detisch, John, Robert | Vice President and Chief Compliance Officer | 02/2011 | < 5% |
Weitz, Andrew, Steven | Director and Vice President | 08/2017 | < 5% |
Boyne, James, Joseph | President and Treasurer | 11/2018 | < 5% |
Bennett, Shar, Marie | Vice President and Director of Finance and Operations | 02/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
SC 13G/A
CoreCard Corp
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
SC 13G/A
CoreCard Corp
5 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22