Morningstar Investment Services LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Chicago, IL
CIK
0001478215
Alternate names
Morningstar Investment Services, Inc.
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 245 7,768,491 13F-HR 8/14/2023 000110465923091236 Morningstar Investment Services LLC
Q1 2023 228 7,449,339 13F-HR 5/15/2023 000110465923060422 Morningstar Investment Services LLC
Q4 2022 2 340 NEW HOLDINGS 4/5/2023 000110465923041976 Morningstar Investment Services LLC
Q4 2022 215 7,335,665 13F-HR 2/10/2023 000110465923018682 Morningstar Investment Services LLC
Q3 2022 218 7,070,787 13F-HR 11/14/2022 000110465922117506 Morningstar Investment Services LLC
Q2 2022 218 7,459,649 13F-HR 8/12/2022 000110465922089921 Morningstar Investment Services LLC
Q1 2022 233 8,996,652 13F-HR 5/10/2022 000110465922058048 Morningstar Investment Services LLC
Q4 2021 238 8,993,479 13F-HR 2/1/2022 000110465922010094 Morningstar Investment Services LLC
Q3 2021 222 8,475,186 13F-HR 11/12/2021 000110465921137741 Morningstar Investment Services LLC
Q2 2021 216 8,342,202 13F-HR 8/12/2021 000110465921103838 Morningstar Investment Services LLC
Q1 2021 207 7,666,581 13F-HR 5/11/2021 000110465921064432 Morningstar Investment Services LLC
Q4 2020 206 7,193,724 13F-HR 2/11/2021 000110465921020583 Morningstar Investment Services LLC
Q3 2020 205 6,444,528 13F-HR 11/10/2020 000110465920123434 Morningstar Investment Services LLC
Q2 2020 203 6,086,776 13F-HR 7/30/2020 000110465920088229 Morningstar Investment Services LLC
Q1 2020 209 5,489,941 13F-HR 5/4/2020 000110465920056234 Morningstar Investment Services LLC
Q4 2019 197 6,368,770 13F-HR 2/10/2020 000110465920013783 Morningstar Investment Services LLC
Q3 2019 190 5,905,941 13F-HR 11/12/2019 000110465919061942 Morningstar Investment Services LLC
Q2 2019 211 6,081,829 13F-HR 8/13/2019 000110465919045426 Morningstar Investment Services LLC
Q1 2019 203 5,818,813 13F-HR 5/13/2019 000110465919028934 Morningstar Investment Services LLC
Q4 2018 205 5,101,285 13F-HR 2/14/2019 000110465919008807 Morningstar Investment Services LLC
Q3 2018 200 5,548,938 13F-HR 11/8/2018 000110465918066904 Morningstar Investment Services LLC
Q2 2018 201 5,323,548 13F-HR 8/3/2018 000110465918049443 Morningstar Investment Services LLC
Q1 2018 198 5,143,420 13F-HR 5/10/2018 000110465918032079 Morningstar Investment Services LLC
Q4 2017 199 4,979,318 13F-HR 2/8/2018 000110465918007482 Morningstar Investment Services LLC
Q3 2017 194 4,584,238 13F-HR 11/9/2017 000110465917067256 Morningstar Investment Services LLC
Q2 2017 185 4,321,747 13F-HR 8/3/2017 000110465917049215 Morningstar Investment Services LLC
Q1 2017 181 3,966,692 13F-HR 5/4/2017 000110465917029858 Morningstar Investment Services LLC
Q4 2016 188 3,056,597 13F-HR 2/7/2017 000110465917007019 Morningstar Investment Services LLC
Q3 2016 220 3,457,638 13F-HR 11/9/2016 000110465916155835 Morningstar Investment Services LLC
Q2 2016 213 3,168,037 13F-HR 8/4/2016 000110465916136906 Morningstar Investment Services LLC
Q1 2016 216 2,903,948 13F-HR 5/16/2016 000110465916121209 Morningstar Investment Services LLC
Q4 2015 210 2,525,962 13F-HR 2/11/2016 000110465916095751 Morningstar Investment Services LLC
Q3 2015 211 2,351,472 13F-HR 10/20/2015 000110465915071573 Morningstar Investment Services, Inc.
Q2 2015 210 2,346,423 13F-HR 7/31/2015 000110465915055134 Morningstar Investment Services, Inc.
Q1 2015 207 2,294,657 13F-HR 5/13/2015 000110465915037745 Morningstar Investment Services, Inc.
Q4 2014 215 2,129,697 13F-HR 2/5/2015 000110465915007015 Morningstar Investment Services, Inc.
Q3 2014 214 1,942,023 13F-HR 11/12/2014 000110465914079117 Morningstar Investment Services, Inc.
Q2 2014 204 1,721,564 13F-HR 8/7/2014 000110465914058197 Morningstar Investment Services, Inc.
Q1 2014 197 1,464,926 13F-HR 5/14/2014 000110465914038281 Morningstar Investment Services, Inc.
Q4 2013 201 1,328,492 13F-HR 2/7/2014 000110465914007527 Morningstar Investment Services, Inc.