MORNINGSTAR INVESTMENT SERVICES LLC
Q2 2024 Form 13-F
CHICAGO, ILLINOIS
$9.2B Reported Value Total
MORNINGSTAR INVESTMENT SERVICES LLC reports 59,686 total accounts under management (AUM). There are 59,686 discretionary accounts valued at $11,970,300,000, 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.