Morningstar Investment Management LLC
Doing business as Morningstar Investment Services LLC Part of Morningstar Inc.
- UEI
- Y2SGBJNB5AG1
- CAGE
- 7KGB1
- Primary NAICS
- 523999 Miscellaneous Financial Investment Activities
- SAM.gov registration
- Expired
Company facts
- FY2025 rankings
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Its parent company, Morningstar Inc., ranks:
- Self-certified in SAM.gov
- Entity structure
- Corporate Entity (Not Tax Exempt)
- Other NAICS codes in SAM.gov
- Corporate family
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Parent
Chicago, IL
FWYMNZL7NWU8
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Parent
Chicago, IL
FWYMNZL7NWU8
- SAM.gov registration date
Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .
Contract obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2027 To date | $0 |
| FY2026 | $0 |
| FY2025 | $559,162 |
| FY2024 | $537,656 |
| FY2023 | $516,977 |
Contract awards
| Award | Agency | Obligated | Awarded |
|---|---|---|---|
| Financial planning-investment research | Air Force Installation Contracting Agency (AFIMSC) | $1,613,795 | |
| Morningstar investment research center database | AFLCMC Wright Patterson AFB | $497,093 | |
| Investment research center database | AFLCMC Wright Patterson AFB | $1,381,739 | |
| Non acat morningstar subscription | AFLCMC Wright Patterson AFB | $433,420 |
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About the company
Morningstar Investment Management LLC, a division of Morningstar, Inc., is a leading provider of independent investment research and data services. It operates under the trade name Morningstar Investment Services LLC and has been registered in the federal System for Award Management (SAM.gov) since 2016.
Morningstar Investment Management LLC has received several significant prime contract awards from the Department of Defense Education Activity for providing financial planning, investment research, and database services. These include a $1.6 million award in 2023 for investment research to support DOD education programs at Lackland Air Force Base, as well as earlier awards valued at around $497,000 and $1.3 million for subscriptions to Morningstar's Investment Research Center Database. The awards were firm-fixed-price purchase orders issued without set-aside designations. Morningstar's expertise in investment data and analytics has been leveraged by federal agencies like the Department of Treasury and Securities and Exchange Commission for purposes such as financial analysis, market oversight, and regulatory compliance. No subcontracting arrangements were indicated across these awards.
Quick answers
Is Morningstar Investment Management LLC registered in SAM.gov?
Morningstar Investment Management LLC's SAM.gov registration expired on September 14, 2026.
How much has Morningstar Investment Management LLC received in federal contracts?
Federal contracts obligated $559,162 to Morningstar Investment Management LLC in fiscal year 2025 and $1,613,795 in fiscal years 2023 through 2027.
How does Morningstar Investment Management LLC rank among federal contractors?
Morningstar Investment Management LLC's parent company, Morningstar Inc., ranked #6 in NAICS 516, #19 in PSC 7630 and #48 in PSC 76 in FY2025.
What is Morningstar Investment Management LLC's most recent federal award?
Morningstar Investment Management LLC's most recent federal contract award is Financial planning-investment research (FA805223P0050), from Air Force Installation Contracting Agency (AFIMSC), on September 30, 2023.
On GovTribe
See Morningstar Investment Management LLC's full federal record
- Federal contract awards
- Funding analysis by agency, NAICS and set-aside
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