Morningstar Investment Services LLC Info

Morningstar Investment Services LLC info

Morningstar Investment Services LLC (SEC CIK 1478215) first filed with the SEC on 2010-02-03 (Form 13F-HR) and has filed 72 times since, including 62 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602.

Name: Value Morningstar Investment Services LLC.
SEC CIK: Value 1478215.
State of organization: Value DE.
Business address: Value 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Morningstar Investment Services LLC
SEC CIK	1478215
State of organization	DE
Business address	22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
Mailing address	22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
Phone	312-244-7807
Fiscal year end	December 31
Former names	Morningstar Investment Services, Inc. (2010-02-03 to 2015-10-20)

SEC Filing History

Field	Value
First SEC filing	2010-02-03 (Form 13F-HR)
Latest SEC filing	2026-08-17 (Form N-PX)
Filings on EDGAR	72
First Form 13F-HR	2010-02-03 (quarter ended 2009-12-31)
Latest Form 13F-HR	2025-05-05 (quarter ended 2025-03-31)
Form 13F-HR filings	62

Filings by Form

Form	Filings	Latest
13F-HR	62	2025-05-05
13F-NT	5	2026-07-23
N-PX	3	2026-08-17
13F-HR/A	2	2023-04-05

Filings by Year

Year	Filings	Form 13F-HR
2026	4	0
2025	5	2
2024	5	4
2023	5	4
2022	4	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4
2017	4	4
2016	4	4
2015	4	4
2014	4	4
2013	4	4
2012	5	4
2011	4	4
2010	4	4

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