MORNINGSTAR INVESTMENT MANAGEMENT LLC
Q2 2024 Form 13-F
CHICAGO, ILLINOIS
$957.0M Reported Value Total
MORNINGSTAR INVESTMENT MANAGEMENT LLC reports 236,964 total accounts under management (AUM). There are 236,964 discretionary accounts valued at $54,693,200,000, 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.