MORNINGSTAR INVESTMENT MANAGEMENT LLC
CRD #108031 SEC #801-56896 CHICAGO, IL 312-696-6000
SEC Registered
Total AUM
$76.6B
Discretionary
$76.6B
Employees
323
Clients
0
Accounts
592,301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $76.6B | $76.6B | $0 | 323 | 1,849,917 |
| Mar 2025 | $76.6B | $76.6B | $0 | 323 | 1,849,917 |
| Dec 2024 | $54.7B | $54.7B | $0 | 373 | 1,708,401 |
| Sep 2024 | $54.7B | $54.7B | $0 | 373 | 1,708,401 |
| May 2024 | $54.7B | $54.7B | $0 | 373 | 1,708,401 |
| Mar 2024 | $54.7B | $54.7B | $0 | 373 | 1,708,401 |
| Nov 2023 | $51.9B | $51.9B | $0 | 364 | 1,538,762 |
| Jul 2023 | $51.9B | $51.9B | $0 | 364 | 1,538,762 |
| May 2023 | $51.9B | $51.9B | $0 | 364 | 1,538,762 |
| Mar 2023 | $51.9B | $51.9B | $0 | 364 | 1,538,762 |
| May 2022 | $56.1B | $56.1B | $0 | 372 | 1,466,128 |
| Mar 2022 | $56.1B | $56.1B | $0 | 372 | 24,538 |
| Jun 2021 | $47.2B | $47.2B | $0 | 315 | 1,367,119 |
| May 2021 | $47.2B | $47.2B | $0 | 315 | 1,367,119 |
| Apr 2021 | $47.2B | $47.2B | $0 | 315 | 1,367,119 |
| Mar 2021 | $47.2B | $47.2B | $0 | 315 | 1,367,119 |
| Oct 2020 | $44.6B | $44.6B | $0 | 260 | 1,416,271 |
| Jun 2020 | $44.6B | $44.6B | $0 | 260 | 1,416,271 |
| Mar 2020 | $44.6B | $44.6B | $0 | 260 | 1,416,271 |
| Mar 2020 | $44.6B | $44.6B | $0 | 260 | 1,416,271 |
| Jan 2020 | $37.6B | $37.6B | $0 | 215 | 1,246,451 |
| Oct 2019 | $37.6B | $37.6B | $0 | 215 | 1,246,451 |
| May 2019 | $37.6B | $37.6B | $0 | 215 | 1,246,451 |
| Mar 2019 | $37.6B | $37.6B | $0 | 215 | 1,246,451 |
| Dec 2018 | $33.6B | $33.6B | $0 | 102 | 1,197,640 |
| Nov 2018 | $33.6B | $33.6B | $0 | 102 | 1,197,640 |
| Mar 2018 | $33.6B | $33.6B | $0 | 102 | 1,197,640 |
| Mar 2017 | $64.9B | $64.9B | $0 | 110 | 1,198,544 |
| May 2016 | $56.4B | $56.4B | $0 | 97 | 2,855,356 |
| Mar 2016 | $56.4B | $56.4B | $0 | 97 | 2,855,356 |
| Jan 2016 | $15.2B | $15.2B | $0 | 74 | 166,200 |
| Mar 2015 | $15.2B | $15.2B | $0 | 74 | 166,200 |
| Mar 2014 | $12.8B | $12.8B | $0 | 60 | 146,700 |
| Jul 2013 | $11.4B | $11.4B | $0 | 83 | 170,500 |
| Apr 2013 | $11.4B | $11.4B | $0 | 83 | 170,500 |
| Mar 2013 | $11.4B | $11.4B | $0 | 83 | 170,500 |
| Oct 2012 | $23B | $23B | $0 | 51 | 156,600 |
| Jun 2012 | $23B | $23B | $0 | 51 | 156,600 |
| May 2012 | $23B | $23B | $0 | 51 | 156,600 |
| Apr 2012 | $23B | $23B | $0 | 51 | 156,600 |
| Jun 2011 | $22.9B | $22.9B | $0 | 51 | -- |
| Mar 2011 | $22.9B | $22.9B | $0 | 51 | -- |
| May 2010 | $20.4B | $20.4B | $0 | 51 | -- |
| Mar 2009 | $15.4B | $15.4B | $0 | 51 | -- |
| Mar 2007 | $18B | $18B | $0 | 51 | -- |
| Mar 2006 | $12.1B | $12.1B | $0 | 51 | -- |
| Apr 2004 | $23.5M | $23.5M | $0 | 51 | -- |
DateNov 2025
Total AUM$76.6B
Discretionary$76.6B
Non-Disc.$0
Employees323
Clients1,849,917
DateMar 2025
Total AUM$76.6B
Discretionary$76.6B
Non-Disc.$0
Employees323
Clients1,849,917
DateDec 2024
Total AUM$54.7B
Discretionary$54.7B
Non-Disc.$0
Employees373
Clients1,708,401
DateSep 2024
Total AUM$54.7B
Discretionary$54.7B
Non-Disc.$0
Employees373
Clients1,708,401
DateMay 2024
Total AUM$54.7B
Discretionary$54.7B
Non-Disc.$0
Employees373
Clients1,708,401
DateMar 2024
Total AUM$54.7B
Discretionary$54.7B
Non-Disc.$0
Employees373
Clients1,708,401
DateNov 2023
Total AUM$51.9B
Discretionary$51.9B
Non-Disc.$0
Employees364
Clients1,538,762
DateJul 2023
Total AUM$51.9B
Discretionary$51.9B
Non-Disc.$0
Employees364
Clients1,538,762
DateMay 2023
Total AUM$51.9B
Discretionary$51.9B
Non-Disc.$0
Employees364
Clients1,538,762
DateMar 2023
Total AUM$51.9B
Discretionary$51.9B
Non-Disc.$0
Employees364
Clients1,538,762
DateMay 2022
Total AUM$56.1B
Discretionary$56.1B
Non-Disc.$0
Employees372
Clients1,466,128
DateMar 2022
Total AUM$56.1B
Discretionary$56.1B
Non-Disc.$0
Employees372
Clients24,538
DateJun 2021
Total AUM$47.2B
Discretionary$47.2B
Non-Disc.$0
Employees315
Clients1,367,119
DateMay 2021
Total AUM$47.2B
Discretionary$47.2B
Non-Disc.$0
Employees315
Clients1,367,119
DateApr 2021
Total AUM$47.2B
Discretionary$47.2B
Non-Disc.$0
Employees315
Clients1,367,119
DateMar 2021
Total AUM$47.2B
Discretionary$47.2B
Non-Disc.$0
Employees315
Clients1,367,119
DateOct 2020
Total AUM$44.6B
Discretionary$44.6B
Non-Disc.$0
Employees260
Clients1,416,271
DateJun 2020
Total AUM$44.6B
Discretionary$44.6B
Non-Disc.$0
Employees260
Clients1,416,271
DateMar 2020
Total AUM$44.6B
Discretionary$44.6B
Non-Disc.$0
Employees260
Clients1,416,271
DateMar 2020
Total AUM$44.6B
Discretionary$44.6B
Non-Disc.$0
Employees260
Clients1,416,271
DateJan 2020
Total AUM$37.6B
Discretionary$37.6B
Non-Disc.$0
Employees215
Clients1,246,451
DateOct 2019
Total AUM$37.6B
Discretionary$37.6B
Non-Disc.$0
Employees215
Clients1,246,451
DateMay 2019
Total AUM$37.6B
Discretionary$37.6B
Non-Disc.$0
Employees215
Clients1,246,451
DateMar 2019
Total AUM$37.6B
Discretionary$37.6B
Non-Disc.$0
Employees215
Clients1,246,451
DateDec 2018
Total AUM$33.6B
Discretionary$33.6B
Non-Disc.$0
Employees102
Clients1,197,640
DateNov 2018
Total AUM$33.6B
Discretionary$33.6B
Non-Disc.$0
Employees102
Clients1,197,640
DateMar 2018
Total AUM$33.6B
Discretionary$33.6B
Non-Disc.$0
Employees102
Clients1,197,640
DateMar 2017
Total AUM$64.9B
Discretionary$64.9B
Non-Disc.$0
Employees110
Clients1,198,544
DateMay 2016
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees97
Clients2,855,356
DateMar 2016
Total AUM$56.4B
Discretionary$56.4B
Non-Disc.$0
Employees97
Clients2,855,356
DateJan 2016
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees74
Clients166,200
DateMar 2015
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees74
Clients166,200
DateMar 2014
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees60
Clients146,700
DateJul 2013
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees83
Clients170,500
DateApr 2013
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees83
Clients170,500
DateMar 2013
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees83
Clients170,500
DateOct 2012
Total AUM$23B
Discretionary$23B
Non-Disc.$0
Employees51
Clients156,600
DateJun 2012
Total AUM$23B
Discretionary$23B
Non-Disc.$0
Employees51
Clients156,600
DateMay 2012
Total AUM$23B
Discretionary$23B
Non-Disc.$0
Employees51
Clients156,600
DateApr 2012
Total AUM$23B
Discretionary$23B
Non-Disc.$0
Employees51
Clients156,600
DateJun 2011
Total AUM$22.9B
Discretionary$22.9B
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$22.9B
Discretionary$22.9B
Non-Disc.$0
Employees51
Clients--
DateMay 2010
Total AUM$20.4B
Discretionary$20.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$18B
Discretionary$18B
Non-Disc.$0
Employees51
Clients--
DateMar 2006
Total AUM$12.1B
Discretionary$12.1B
Non-Disc.$0
Employees51
Clients--
DateApr 2004
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees51
Clients--