Morningstar Investment Management LLC
Q2 2025 13F Holdings
Location
Chicago, IL
Holdings as of
6/30/2025
Value ($000)
$1,139,567
Num holdings
205
Date filed
7/28/2025
Form type
13F-HR
Prev filing
5/7/2025
Next filing
SEC
View on sec.gov
Compare Q2 2025 to
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3 - RESTATEMENT
2023 Q3 - NEW HOLDINGS
2023 Q2 - RESTATEMENT
2023 Q2 - NEW HOLDINGS
2023 Q1 - RESTATEMENT
2023 Q1 - NEW HOLDINGS
2022 Q4 - RESTATEMENT
2022 Q4 - NEW HOLDINGS
2022 Q3 - RESTATEMENT
2022 Q3 - NEW HOLDINGS
2022 Q2 - NEW HOLDINGS
2022 Q2
2022 Q1 - RESTATEMENT
2021 Q4
2021 Q3 - RESTATEMENT
2021 Q3 - NEW HOLDINGS
2021 Q2 - RESTATEMENT
2021 Q2 - NEW HOLDINGS
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4 - RESTATEMENT
2019 Q4 - NEW HOLDINGS
2019 Q3 - RESTATEMENT
2019 Q2
2019 Q1 - NEW HOLDINGS
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type