Morningstar Investment Management LLC
Q3 2026 13F Holdings
Location
Chicago, IL
Holdings as of
9/30/2026
Value
$1.69B
Num holdings
304
Date filed
11/9/2026
Form type
13F-HR
Holdings also reported by
Alps Advisors Inc
Clearbridge Investments, LLC
MFS Institutional Advisors, Inc.
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Prev filing
7/21/2026
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type