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| Morningstar Investment Management LLC
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|---|---|
| CRD # | 108031 |
| SEC # | 801-56896 |
| CIK # | 0001289419, 0001673385 |
| AUM | $76.6 B (2025-03-28) |
| Employees | 323 (35% Investors, 12% Brokers) |
| Phone | 312-696-6000 |
| Address | 22 West Washington Street Chicago, IL 60602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001289419 0001673385 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Plains All American Pipeline LP | 1.4 | ||
| Energy Transfer Equity LP | 1.3 | ||
| MPLX LP | 1.3 | ||
| Western Gas Equity Partners LP | 1.3 | ||
| Enterprise Products Partners L P | 1.3 | ||
| Susser Petroleum Partners LP | 1.3 | ||
| Hess Midstream LP | 1.1 | ||
| Cheniere Energy Partners LP | 0.5 | ||
| Genesis Energy LP | 0.4 | ||
| USA Compression Partners LP | 0.4 | ||
| Cameco Corp | 0.3 | ||
| Global Partners LP | 0.3 | ||
| Suburban Propane Partners LP | 0.3 | ||
| Delek Logistics Partners LP | 0.2 | ||
| Nexgen Energy Ltd | 0.1 | ||
| Denison Mines Corp | 0.1 | ||
| Uranium Energy Corp | 0.1 | ||
| Energy Fuels Inc | 0.1 | ||
| Newmont Mining Corp /DE/ | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| Kinder Morgan Inc | 0.1 | ||
| Comcast Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589,385 | 31.1 |
| (b) Individuals (high net worth individuals) | 2,898 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 5.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.6 |
| (g) Pension and profit sharing plans | 3 | 10.4 |
| (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 | 11 | 25.2 |
| Total | 592,301 | 76.6 |
| By Discretionary | ||
| Discretionary | 592,301 | 76.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 592,301 | 76.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 76.6 | |
| Total | 592,301 | 76.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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 |
|---|---|---|
| Mansueto Daniel | Morningstar Inc | [2024-12-10] |
| 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 - 2025 |
|---|---|
| Morningstar, Inc. | |
| Mansueto Joseph D | |
| Kaplan Steven N | |
| Holt Michael | |
| Sutton Doniel | |
| Joynt Stephen | |
| Lyons William M | |
| Kapoor Kunal | |
| Wiersema Conan | |
| Tsay Caroline J | |
| View All | |
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