Weitz Investment Management, Inc.
- Regulatory AUM
- $8.1B
- Discretionary
- $7.7B
- Clients
- 18
- Avg AUM / client
- $449M
- Accounts
- 22
- Employees
- 36
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 49 positions, $1,432,543,452)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL B NEW | $133,624,920 | 278,850 | 9.33% | 1.65% |
| 2 | Alphabet Inc | CAP STK CL C | $93,731,505 | 326,750 | 6.54% | 1.16% |
| 3 | Danaher Corporation | COM | $90,581,400 | 477,750 | 6.32% | 1.12% |
| 4 | Visa Inc | COM CL A | $80,193,339 | 265,330 | 5.6% | 0.99% |
| 5 | Mastercard Incorporated | CL A | $73,450,020 | 147,000 | 5.13% | 0.91% |
| 6 | Aon Plc | SHS CL A | $69,029,731 | 213,860 | 4.82% | 0.85% |
| 7 | Microsoft Corp | COM | $62,725,307 | 169,450 | 4.38% | 0.78% |
| 8 | Meta Platforms Inc | CL A | $60,479,862 | 105,710 | 4.22% | 0.75% |
| 9 | Thermo Fisher Scientific Inc | COM | $59,475,130 | 121,000 | 4.15% | 0.74% |
| 10 | Vulcan Matls Co | COM | $58,326,660 | 214,200 | 4.07% | 0.72% |
| 11 | Idex Corp | COM | $50,098,065 | 264,300 | 3.5% | 0.62% |
| 12 | Amazon Com Inc | COM | $46,340,075 | 222,500 | 3.23% | 0.57% |
| 13 | Heico Corp New | CL A | $39,891,577 | 188,979 | 2.78% | 0.49% |
| 14 | Bio Techne Corp | COM | $34,136,232 | 653,200 | 2.38% | 0.42% |
| 15 | Accenture Plc Ireland | SHS CLASS A | $33,848,103 | 170,700 | 2.36% | 0.42% |
| 16 | Analog Devices Inc | COM | $33,834,189 | 106,350 | 2.36% | 0.42% |
| 17 | Equifax Inc | COM | $33,782,032 | 187,605 | 2.36% | 0.42% |
| 18 | Texas Instrs Inc | COM | $31,081,814 | 160,100 | 2.17% | 0.38% |
| 19 | Siriusxm Holdings Inc | COMMON STOCK | $29,842,440 | 1,293,000 | 2.08% | 0.37% |
| 20 | Liberty Broadband Corp | COM SER C | $28,972,800 | 576,000 | 2.02% | 0.36% |
| 21 | Labcorp Holdings Inc | COM SHS | $26,427,531 | 99,050 | 1.84% | 0.33% |
| 22 | Old Dominion Freight Line In | COM | $25,792,800 | 132,000 | 1.8% | 0.32% |
| 23 | Martin Marietta Matls Inc | COM | $23,414,747 | 39,775 | 1.63% | 0.29% |
| 24 | Global Pmts Inc | COM | $22,545,500 | 335,000 | 1.57% | 0.28% |
| 25 | Costar Group Inc | COM | $20,856,789 | 517,025 | 1.46% | 0.26% |
Top 25 of 49 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $87.0M | 1.08% |
| Investment companies | 10 | $7.7B | 95.2% |
| Charitable organizations | 7 | $286M | 3.54% |
| Other | 1 | $15.1M | 0.19% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Weitz, Wallace, Roger | Co Chairman Of The Board And Co Chief Investment Officer | Mar 1983 (43y) | Less than 5% | |
| Hinton, Bradley, Paul | Executive Vice President And Co Chief Investment Officer | Jul 2006 (20y) | Less than 5% | |
| Detisch, John, Robert | Vice President And Chief Compliance Officer | Feb 2011 (16y) | Less than 5% | |
| Weitz, Andrew, Steven | Co Chairman Of The Board And Senior Vice President | Aug 2017 (9y) | 75% or more | |
| Boyne, James, Joseph | President And Assistant Treasurer | Nov 2018 (8y) | Less than 5% | |
| Bennett, Shar, Marie | Senior Vice President, Chief Financial Officer And Treasurer | Feb 2021 (6y) | Less than 5% | |
| Dorsey, Lori, Ann | Senior Vice President And Chief Client Officer | Jan 2023 (4y) | Less than 5% | |
| Jessica Joan Nagengast | Registered representative | CFP | Mar 2017 (9y) | |
| Giuseppe Merlo | Registered representative | Apr 2021 (5y) | ||
| Ryan Tanner Holloman | Registered representative | Jan 2023 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $438M (5% of AUM) Mar 2026
- RBC $84.3M (2% of AUM) May 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗