MORNINGSTAR INVESTMENT MANAGEMENT LLC
Q3 2023 Form 13-F
CHICAGO, ILLINOIS
$727.6M Reported Value Total
MORNINGSTAR INVESTMENT MANAGEMENT LLC reports 290,504 total accounts under management (AUM). There are 290,504 discretionary accounts valued at $51,915,800,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.