MORNINGSTAR INVESTMENT SERVICES LLC
Q1 2023 Form 13-F
CHICAGO, ILLINOIS
$7.4B Reported Value Total
MORNINGSTAR INVESTMENT SERVICES LLC reports 59,512 total accounts under management (AUM). There are 59,512 discretionary accounts valued at $10,671,700,000, 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.