MORNINGSTAR INVESTMENT SERVICES LLC
Q1 2025 Form 13-F
CHICAGO, ILLINOIS
$546.0M Reported Value Total
MORNINGSTAR INVESTMENT SERVICES LLC reports 5,612 total accounts under management (AUM). There are 5,612 discretionary accounts valued at $1,386,100,000, 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.