Morningstar Investment Management is an investment advisor in Chicago with $51.92 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364317381
SEC advisor number
801-56896
FINRA CRD number
108031
AUM ?
$51.92 bn
(as of 8 May 23)
Accounts
290,504
(as of 8 May 23)
Employees
364
(103 investment advisory or research)
Address
Morningstar Investment Management
22 W WASHINGTON STREET
CHICAGO
IL 60602
22 W WASHINGTON STREET
CHICAGO
IL 60602
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
312-696-6168
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Morningstar, Inc. | Sole Member | 09/1999 | > 75% |
Mansueto, Joseph, D | Shareholder | 04/1984 | 25-50% |
Needham, Daniel | Co-president | 02/2015 | < 5% |
Loftus, Lori, Ann | Chief Compliance Officer & Secretary | 11/2018 | < 5% |
Johnson, Brock, Allan | Co-president, Global Retirement & Workplace Solutions | 01/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Apr 24