Morningstar Investment Management LLC

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Morningstar Investment Management LLC ✚
CRD #	108031
SEC #	801-56896
CIK #	0001673385, 0001289419
AUM	$51.9 BB (2023-03-27)
Employees	364 (28% Investors, 4% Brokers)
Phone	312-696-6000
Address	22 West Washington Street Chicago, IL 60602
Source	[IAPD] [EDGAR] [Website]

Total AUM ($BB) Copy

Sector	Form 13F Holdings	Cap ($BB)	Value ($BB)
	MMP	10.3	0.8
	EPD	54.0	0.8
	MPLX	29.8	0.8
	ET	31.9	0.8
	PAA	7.1	0.8
	WES	9.9	0.8
	ENLC	4.3	0.5
	CEQP	2.5	0.3
	CQP	22.6	0.3
	NS	1.5	0.2
View All

Holdings by Sector ($BB)

AUM Breakdown	Accounts	AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals)	290,083	20.1
(b) Individuals (high net worth individuals)	397	0.4
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	3	5.3
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	1	0.6
(g) Pension and profit sharing plans	9	7.9
(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	11	17.7
Total	290,504	51.9
By Discretionary
Discretionary	290,504	51.9
Non-Discretionary	0	0.0
Total	290,504	51.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		51.9
Total	290,504	51.9

Form 3/4/5 Subject	2011 - 2024
Mansueto Joseph D
Morningstar, Inc.

Assets, Funds, Holdings