UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8

Report for the Calendar Year or Quarter Ended:
12-31-2024
Check here if Amendment: Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Morningstar Investment Management LLC
Address:
22 W Washington Street
Chicago, IL 60602
Form 13F File Number:

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Sara Kasun-Fretz
Title:
Chief Compliance Officer
Phone:
312-244-7556


Signature, Place, and Date of Signing:

/s/ Sara Kasun-Fretz
                         [Signature]
Loveland, COLORADO
                 [City, State]
01-31-2025
                           [Date]
                          

Report Type (Check only one.):

13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)



List of Other Managers Reporting for this Manager
[If there are no entries in this list, omit this section.]



Form 13F File NumberNameCIK
ALPS ADVISORS INC
0001376113
Clearbridge Investments, LLC
0001348883
DIAMOND HILL CAPITAL MANAGEMENT INC
0001217541
MFS Institutional Advisors, Inc.
0001443066
WASATCH ADVISORS LP
0000814133
WESTWOOD MANAGEMENT CORP /TX
0000949471
HARDING LOEVNER LP
0000928196
HARRIS ASSOCIATES L P
0000813917
LAZARD ASSET MANAGEMENT LLC
0001207017
PRICE T ROWE ASSOCIATES INC /MD/
0000080255
Cullen Capital Management, LLC
0001362535
BlackRock Asset Management International Inc
0001579406
Western Asset Management Company, LLC
0001138897
Allspring Global Investments, LLC
0001075869
First Pacific Advisors, LP
0001377581
LOOMIS SAYLES & CO L P
0000312348
SSI INVESTMENT MANAGEMENT LLC
0000938487
WATER ISLAND CAPITAL LLC
0001222765
TCW INVESTMENT MANAGEMENT Co LLC
0001145263
VOYA INVESTMENT MANAGEMENT CO
0000033670

Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
212
Form 13F Information table Value Total:
1268435
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AT&T INCCOM00206R10289139,123SHSOLE39,123 0 0
ABBVIE INCCOM00287Y1094782,688SHSOLE2,688 0 0
AIR PRODS & CHEMS INCCOM0091581069273,195SHSOLE3,195 0 0
ALPHABET INCCAP STK CL A02079K30555,315292,207SHSOLE292,207 0 0
ALTRIA GROUP INCCOM02209S1031,16822,341SHSOLE22,341 0 0
AMAZON COM INCCOM02313510617,20078,397SHSOLE78,397 0 0
AMEREN CORPCOM0236081022182,446SHSOLE2,446 0 0
AMERICAN ELEC PWR CO INCCOM0255371011,02011,056SHSOLE11,056 0 0
AMERICAN EXPRESS COCOM0258161096142,070SHSOLE2,070 0 0
AMERICAN TOWER CORP NEWCOM03027X1005613,056SHSOLE3,056 0 0
CENCORA INCCOM03073E1053081,372SHSOLE1,372 0 0
AMERIPRISE FINL INCCOM03076C106209393SHSOLE393 0 0
AMETEK INCCOM0311001002901,609SHSOLE1,609 0 0
AMGEN INCCOM0311621007112,729SHSOLE2,729 0 0
AMPHENOL CORP NEWCL A0320951011,06215,286SHSOLE15,286 0 0
ANALOG DEVICES INCCOM0326541053801,788SHSOLE1,788 0 0
ANTERO MIDSTREAM CORPCOM03676B10267444,693SHSOLE44,693 0 0
APOLLO GLOBAL MGMT INCCOM03769M1066744,081SHSOLE4,081 0 0
APPLE INCCOM03783310048,810194,913SHSOLE194,913 0 0
APPLIED MATLS INCCOM0382221052471,516SHSOLE1,516 0 0
APTARGROUP INCCOM0383361033252,068SHSOLE2,068 0 0
ARISTA NETWORKS INCCOM0404132052382,152SHSOLE2,152 0 0
ATMOST ENERGY CORPCOM0495601053962,845SHSOLE2,845 0 0
AUTOZONE INCCOM053332102720225SHSOLE225 0 0
BANK AMERICA CORPCOM06050510482818,835SHSOLE18,835 0 0
BANK NEW YORK MELLON CORPCOM0640581003804,945SHSOLE4,945 0 0
BAXTER INTL INCCOM0718131092699,227SHSOLE9,227 0 0
BECKTON DICKINSON & COCOM0758871098843,897SHSOLE3,897 0 0
BLACKROCK INCCOM09290D1011,3451,312SHSOLE1,312 0 0
BONDBLOXX ETF TRUSTBLOOMBERG TEN YR09789C81225,687572,996SHSOLE572,996 0 0
BOOKING HOLDINGS INCCOM09857L108537108SHSOLE108 0 0
BRISTOL-MYERS SQUIBB COCOM1101221081,12919,966SHSOLE19,966 0 0
BROADCOM INCCOM11135F1013661,580SHSOLE1,580 0 0
CME GROUP INCCOM12572Q1051,7057,341SHSOLE7,341 0 0
CMS ENERGY CORPCOM1258961002423,627SHSOLE3,627 0 0
CSX CORPCOM1264081031,10734,319SHSOLE34,319 0 0
CVS HEALTH CORPCOM1266501002675,956SHSOLE5,956 0 0
CANADIAN NTL RY COCOM1363751022392,351SHSOLE2,351 0 0
CAPITAL ONE FINL CORPCOM14040H1054592,576SHSOLE2,576 0 0
CATERPILLAR INCCOM1491231014891,348SHSOLE1,348 0 0
CHENIERE ENERGY INCCOM NEW16411R2083,33815,536SHSOLE15,536 0 0
CHEVRON CORP NEWCOM1667641002,21315,282SHSOLE15,282 0 0
CHIPOTLE MEXICAN GRILL INCCOM1696561054517,486SHSOLE7,486 0 0
CISCO SYS INCCOM17275R1021,71929,038SHSOLE29,038 0 0
CITIGROUP INCCOM NEW1729674245167,324SHSOLE7,324 0 0
CITIZENS FINL GROUP INCCOM1746101053387,735SHSOLE7,735 0 0
COCA COLA COCOM19121610073611,825SHSOLE11,825 0 0
COLGATE PALMOLIVE COCOM1941621031,40915,497SHSOLE15,497 0 0
COMCAST CORP NEWCL A20030N1016,332168,723SHSOLE168,723 0 0
CONAGRA BRANDS INCCOM2058871022288,226SHSOLE8,226 0 0
CONSOLIDATED EDISON INCCOM2091151042482,782SHSOLE2,782 0 0
CROWN CASTLE INCCOM22822V1014815,304SHSOLE5,304 0 0
CUMMINS INCCOM231021106292837SHSOLE837 0 0
DT MIDSTREAM INCCOMMON STOCK23345M1078268,307SHSOLE8,307 0 0
DECKERS OUTDOOR CORPCOM2435371072571,266SHSOLE1,266 0 0
DEERE & COCOM2441991056931,635SHSOLE1,635 0 0
DISNEY WALT COCOM2546871066,33056,848SHSOLE56,848 0 0
DOLBY LABORATORIES INCCOM CL A25659T1072653,393SHSOLE3,393 0 0
DOMINION ENERGY INCCOM25746U1092614,855SHSOLE4,855 0 0
DONALDSON INCCOM2576511092683,985SHSOLE3,985 0 0
DOVER CORPCOM2600031082381,268SHSOLE1,268 0 0
DUKE ENERGY CORP NEWCOM NEW26441C2049839,128SHSOLE9,128 0 0
EOG RES INCCOM26875P1016175,031SHSOLE5,031 0 0
EDISON INTLCOM2810201073674,601SHSOLE4,601 0 0
ELECTRONIC ARTS INCCOM2855121091,49510,222SHSOLE10,222 0 0
EMERSON ELEC COCOM2910111041,1229,055SHSOLE9,055 0 0
ENCOMPASS HEALTH CORPCOM29261A1002112,284SHSOLE2,284 0 0
ENERGY TRANSFER L PCOM UT LTD PTN29273V1004,274218,192SHSOLE218,192 0 0
ENTERPRISE PRODS PARTNERS LCOM2937921072,77588,487SHSOLE88,487 0 0
EQUINIX INCCOM29444U700446473SHSOLE473 0 0
EVERGY INCCOM30034W1062223,612SHSOLE3,612 0 0
EXELIXIS INCCOM30161Q1042216,624SHSOLE6,624 0 0
EXXON MOBIL CORPCOM30231G1023,11128,918SHSOLE28,918 0 0
META PLATFORMS INCCL A30303M10222,55038,514SHSOLE38,514 0 0
FASTENAL COCOM3119001042233,105SHSOLE3,105 0 0
FEDERAL RLTY INVT TR NEWSH BEN INT NEW3137451016625,910SHSOLE5,910 0 0
FEDEX CORPCOM31428X1063661,301SHSOLE1,301 0 0
F5 INCCOM315616102222884SHSOLE884 0 0
FIDELITY COVINGTON TRUSTMSCI INFO TECH I31609280811,13460,223SHSOLE60,223 0 0
FIFTH THIRD BANCORPCOM3167731003748,839SHSOLE8,839 0 0
FRANKLIN TEMPLETON ETF TRFRANKLN SWZLND35473P69410,150317,703SHSOLE317,703 0 0
GENERAL MLS INCCOM3703341042093,283SHSOLE3,283 0 0
GENERAL MTRS COCOM37045V1004849,079SHSOLE9,079 0 0
GILEAD SCIENCES INCCOM3755581031,39515,103SHSOLE15,103 0 0
GOLDMAN SACHS GROUP INCCOM38141G1047031,227SHSOLE1,227 0 0
HCA HEALTHCARE INCCOM40412C1016452,148SHSOLE2,148 0 0
HASBRO INCCOM4180561072604,650SHSOLE4,650 0 0
HOME DEPOT INCCOM4370761028652,224SHSOLE2,224 0 0
HONEYWELL INTL INCCOM4385161061,5076,673SHSOLE6,673 0 0
HUNTINGTON BANCSHARES INCCOM44615010440424,829SHSOLE24,829 0 0
INGREDION INCCOM4571871022641,918SHSOLE1,918 0 0
INTERCONTINENTAL EXCHANGE INCOM45866F1041,2198,180SHSOLE8,180 0 0
INTERNATIONAL BUSINESS MACHSCOM4592001013011,371SHSOLE1,371 0 0
INTUITCOM461202103389619SHSOLE619 0 0
ISHARES INCMSCI STH KOR ETF46428677210,650209,268SHSOLE209,268 0 0
ISHARES TRGLB CNSM STP ETF46428873715,486256,859SHSOLE256,859 0 0
ISHARES TRUS TREAS BD ETF46429B267301,60013,124,464SHSOLE13,124,464 0 0
JPMORGAN CHASE & COCOM46625H1006842,852SHSOLE2,852 0 0
JOHNSON & JOHNSONCOM4781601048475,855SHSOLE5,855 0 0
JUNIPER NETWORKS INCCOM48203R1042105,620SHSOLE5,620 0 0
KLA CORPCOM NEW482480100327519SHSOLE519 0 0
KENVUE INCCOM49177J10226512,392SHSOLE12,392 0 0
KEYCORPCOM49326710832218,810SHSOLE18,810 0 0
KIMBERLY-CLARK CORPCOM4943681035554,237SHSOLE4,237 0 0
KINDER MORGAN INC DELCOM49456B1014,033147,176SHSOLE147,176 0 0
KROGER COCOM5010441012874,700SHSOLE4,700 0 0
LABCORP HOLDINGS INCCOM SHS5049221052641,150SHSOLE1,150 0 0
LOWES COS INCCOM5486611077012,841SHSOLE2,841 0 0
LULULEMON ATHLETICA INCCOM550021109201525SHSOLE525 0 0
M & T BK CORPCOM55261F1043832,035SHSOLE2,035 0 0
MPLX LPCOM UNIT REP LTD55336V1001,75136,577SHSOLE36,577 0 0
MCDONALDS CORPCOM5801351011,7986,201SHSOLE6,201 0 0
MCKESSON CORPCOM58155Q1038911,564SHSOLE1,564 0 0
MICROSOFT CORPCOM59491810452,059123,508SHSOLE123,508 0 0
MONDELEZ INTL INCCL A6092071051,31221,964SHSOLE21,964 0 0
MONSTER BEVERAGE CORP NEWCOM61174X10984115,998SHSOLE15,998 0 0
MOODYS CORPCOM6153691057931,676SHSOLE1,676 0 0
MORGAN STANLEYCOM NEW6174464488496,751SHSOLE6,751 0 0
NRG ENERGY INCCOM NEW6293775082092,318SHSOLE2,318 0 0
NASDAQ INCCOM6311031082322,997SHSOLE2,997 0 0
NETAPP INCCOM64110D1042922,518SHSOLE2,518 0 0
NETFLIX INCCOM64110L1065,0005,610SHSOLE5,610 0 0
NEW FORTRESS ENERGY INCCOM CL A64439310028218,675SHSOLE18,675 0 0
NIKE INCCL B6541061033314,369SHSOLE4,369 0 0
NISOURCE INCCOM65473P1052125,765SHSOLE5,765 0 0
NORFOLK SOUTHN CORPCOM6558441085602,384SHSOLE2,384 0 0
NORTHERN TR CORPCOM6658591046025,874SHSOLE5,874 0 0
NORTHROP GRUMMAN CORPCOM6668071029171,953SHSOLE1,953 0 0
NVIDIA CORPORATIONCOM67066G10421,339158,904SHSOLE158,904 0 0
OREILLY AUTOMOTIVE INCCOM67103H1071,106933SHSOLE933 0 0
OLD DOMINION FREIGHT LINE INCOM6795801002491,410SHSOLE1,410 0 0
ONEOK INC NEWCOM6826801033,33933,260SHSOLE33,260 0 0
PNC FINL SVCS GROUP INCCOM6934751056633,439SHSOLE3,439 0 0
PACCAR INCCOM6937181088157,837SHSOLE7,837 0 0
PACKAGING CORP AMERCOM6951561092481,100SHSOLE1,100 0 0
PARKER-HANNIFIN CORPCOM7010941048611,353SHSOLE1,353 0 0
PAYCHEX INCCOM7043261072091,493SHSOLE1,493 0 0
PAYPAL HLDGS INCCOM70450Y1033133,663SHSOLE3,663 0 0
PEPSICO INCCOM7134481085363,528SHSOLE3,528 0 0
PETROLEO BRASILEIRO SA PETROSPONSORED ADR71654V4083,085239,902SHSOLE239,902 0 0
PFIZER INCCOM7170811031,02438,605SHSOLE38,605 0 0
PHILIP MORRIS INTL INCCOM7181721096765,617SHSOLE5,617 0 0
PDD HOLDINGS INCSPONSORED ADS7223041021,18812,247SHSOLE12,247 0 0
PLAINS ALL AMERN PIPELINE LUNIT LTD PARTN7265031051,60393,864SHSOLE93,864 0 0
PRICE T ROWE GROUP INCCOM74144T1083182,813SHSOLE2,813 0 0
PROCTER AND GAMBLE COCOM7427181096643,962SHSOLE3,962 0 0
PUBLIC STORAGECOM74460D1094051,351SHSOLE1,351 0 0
QUALCOMM INCCOM7475251033162,057SHSOLE2,057 0 0
QUEST DIAGNOSTICS INCCOM74834L1003011,993SHSOLE1,993 0 0
RAYMOND JAMES FINL INCCOM7547301092891,859SHSOLE1,859 0 0
REALTY INCOME CORPCOM7561091042063,861SHSOLE3,861 0 0
REGENERON PHARMACEUTICALSCOM75886F107680954SHSOLE954 0 0
REGIONS FINANCIAL CORP NEWCOM7591EP10027611,736SHSOLE11,736 0 0
ROPER TECHNOLOGIES INCCOM7766961061,0692,057SHSOLE2,057 0 0
SEI INVTS COCOM7841171033203,880SHSOLE3,880 0 0
SPDR SER TRPORTFOLIO S&P60078468R8535,731127,586SHSOLE127,586 0 0
SCHWAB CHARLES CORPCOM8085131056158,314SHSOLE8,314 0 0
SCHWAB STRATEGIC TRSCHWB FDT EMK LG80852473018,207626,746SHSOLE626,746 0 0
SCHWAB STRATEGIC TRUS REIT ETF80852484723,9971,139,456SHSOLE1,139,456 0 0
SCHWAB STRATEGIC TRSHT TM US TRES80852486245,4911,890,735SHSOLE1,890,735 0 0
SELECT SECTOR SPDR TRSBI MATERIALS81369Y1004,27150,763SHSOLE50,763 0 0
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8864,23155,901SHSOLE55,901 0 0
SEMPRACOM81685110989910,248SHSOLE10,248 0 0
SHERWIN WILLIAMS COCOM8243481069642,837SHSOLE2,837 0 0
SIMON PPTY GROUP INC NEWCOM8288061098825,123SHSOLE5,123 0 0
SNAP ON INCCOM833034101248732SHSOLE732 0 0
SOUTHERN COCOM84258710786410,492SHSOLE10,492 0 0
STARBUCKS CORPCOM8552441096697,327SHSOLE7,327 0 0
STATE STR CORPCOM8574771033583,652SHSOLE3,652 0 0
STRYKER CORPORATIONCOM8636671018972,492SHSOLE2,492 0 0
TJX COS INC NEWCOM8725401091,1349,390SHSOLE9,390 0 0
T-MOBILE US INCCOM8725901041,5827,165SHSOLE7,165 0 0
TARGA RES CORPCOM87612G1011,2206,837SHSOLE6,837 0 0
TENCENT MUSIC ENTMT GROUPSPON ADS88034P1091,510133,039SHSOLE133,039 0 0
TEXAS INSTRS INCCOM8825081041,0095,380SHSOLE5,380 0 0
3M COCOM88579Y1016475,009SHSOLE5,009 0 0
TOLL BROTHERS INCCOM8894781032151,708SHSOLE1,708 0 0
TRUIST FINL CORPCOM89832Q10967815,631SHSOLE15,631 0 0
TYSON FOODS INCCL A9024941032454,257SHSOLE4,257 0 0
US BANCORP DELCOM NEW90297330493319,514SHSOLE19,514 0 0
ULTA BEAUTY INCCOM90384S303201462SHSOLE462 0 0
UNION PAC CORPCOM9078181089083,983SHSOLE3,983 0 0
UNITED PARCEL SERVICE INCCL B9113121066375,052SHSOLE5,052 0 0
VANECK ETF TRUSTMRNGSTR WDE MOAT92189F6435,94264,083SHSOLE64,083 0 0
VANGUARD MALVERN FDSSTRM INFPROIDX9220208052,73756,529SHSOLE56,529 0 0
VANGUARD WORLD FDSCONSUM STP ETF92204A20778,907373,293SHSOLE373,293 0 0
VANGUARD WORLD FDSHEALTH CAR ETF92204A50469,705274,766SHSOLE274,766 0 0
VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C70612,060207,938SHSOLE207,938 0 0
VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF92206C771116,2962,564,973SHSOLE2,564,973 0 0
VANGUARD SCOTTSDALE FDSLONG TERM TREAS92206C8478,233148,747SHSOLE148,747 0 0
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C87048,062598,754SHSOLE598,754 0 0
VENTAS INCCOM92276F1002213,751SHSOLE3,751 0 0
VANGUARD INDEX FDSTOTAL STK MKT92290876970,820244,368SHSOLE244,368 0 0
VERISGN INCCOM92343E102206995SHSOLE995 0 0
VERIZON COMMUNICATION INCCOM92343V1046,863171,610SHSOLE171,610 0 0
VISA INCCOM CL A92826C8391,7965,684SHSOLE5,684 0 0
WASTE MGMT INC DELCOM94106L1091,2216,050SHSOLE6,050 0 0
WELLS FARGO CO NEWCOM94974610187712,484SHSOLE12,484 0 0
WESTERN MIDSTREAM PARTNERS LCOM UNIT LP INT9586691031,07628,006SHSOLE28,006 0 0
WESTERN UN COCOM95980210916315,344SHSOLE15,344 0 0
WILLIAMS COS INCCOM9694571003,44463,640SHSOLE63,640 0 0
XCEL ENERGY INCCOM98389B1002213,274SHSOLE3,274 0 0
ZOETIS INCCL A98978V1033482,133SHSOLE2,133 0 0
AMCOR PLCORDG0250X10743346,018SHSOLE46,018 0 0
AMDOCS LTDSHSG026021032593,046SHSOLE3,046 0 0
AON PLCSHS CL AG0403H1086941,933SHSOLE1,933 0 0
ACCENTURE PLC IRELANDSHS CLASS AG1151C1014161,183SHSOLE1,183 0 0
EATON CORP PLCSHSG291831036391,925SHSOLE1,925 0 0
JOHNSON CTLS INTL PLCSHSG515021054936,250SHSOLE6,250 0 0
MEDTRONIC PLCSHSG5960L1031,48518,596SHSOLE18,596 0 0
GARMIN LTDSHSH2906T1093311,603SHSOLE1,603 0 0
CHECK POINT SOFTWARE TECH LTORDM224651044222,259SHSOLE2,259 0 0