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Morningstar Investment Management LLC
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CRD # | 108031 |
SEC # | 801-56896 |
CIK # | 0001289419, 0001673385 |
AUM | $54.7 BB (2024-05-08) |
Employees | 373 (22% Investors, 6% Brokers) |
Phone | 312-696-6000 |
Address | 22 West Washington Street Chicago, IL 60602 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
ET | 31.9 | 1.2 | |
PAA | 7.1 | 1.1 | |
MPLX | 29.8 | 1.1 | |
EPD | 54.0 | 1.1 | |
WES | 9.9 | 1.1 | |
SUN | 3.2 | 1.1 | |
ENLC | 4.3 | 0.6 | |
HESM | 1.3 | 0.6 | |
CQP | 22.6 | 0.3 | |
USAC | 1.7 | 0.3 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 235,490 | 17.9 |
(b) Individuals (high net worth individuals) | 1,451 | 1.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 3 | 5.4 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 0.6 |
(g) Pension and profit sharing plans | 9 | 9.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 10 | 19.6 |
Total | 236,964 | 54.7 |
By Discretionary | ||
Discretionary | 236,964 | 54.7 |
Non-Discretionary | 0 | 0.0 |
Total | 236,964 | 54.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 54.7 | |
Total | 236,964 | 54.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
10-K | [0001289419] | |
10-Q | [0001289419] | |
3 | [0001289419] | |
4 | [0001289419] | |
5 | [0001289419] | |
8-K | [0001289419] | |
SC 13G | [0001289419] | |
13F-HR | [0001673385] | |
13F-NT | [0001673385] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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BlackRock Inc | Morningstar Inc | [2024-01-29] |
Bank of America Corp /DE/ | Morningstar Inc | [2023-02-14] |
Vanguard Group Inc | Morningstar Inc | [2022-02-10] |
Select Equity Group LP | Morningstar Inc | [2021-02-12] |
[2012-01-10] |
Form 3/4/5 Subject | 2011 - 2024 |
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Lyons William M | |
Morningstar, Inc. | |
Mansueto Joseph D | |
Kaplan Steven N | |
Dunn Daniel Joseph | |
Dubinsky Jason | |
Tsay Caroline J | |
Francis Cheryl A | |
Kapoor Kunal | |
Wiersema Conan | |
View All |
Related Firms | State | AUM ($BB) |
---|---|---|
Morningstar Investment Management LLC
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|
IL | 54.7 |
Morningstar Investment Services LLC
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IL | 12.0 |
Morningstar Research Services LLC
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|
IL | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Natixis Advisors LLC
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|
MA | 63.8 |
Orion Portfolio Solutions LLC
✚
|
NE | 53.8 |
Rockefeller Financial LLC
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|
NY | 51.8 |
Barrow Hanley Mewhinney & Strauss LLC
✚
|
TX | 49.9 |
Kestra Advisory Services LLC
✚
|
TX | 48.3 |
Breckinridge Capital Advisors Inc
✚
|
MA | 47.9 |
Parnassus Investments LLC
✚
|
CA | 46.5 |
Betterment LLC
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|
NY | 45.9 |
Mondrian Investment Partners Limited
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|
45.3 | |
Sands Capital Management LLC
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|
VA | 45.0 |