Pallas Capital Advisors LLC

Position in MORN — Morningstar, Inc.

CIK 1862282 BRAINTREE, MA

Position in MORN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$259,461

-$214,926 QoQ

Shares Held

1,663

-23.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#271

of 416 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Pallas Capital Advisors LLC holds $7,159,627 across 8 Financial Data & Stock Exchanges names. MORN ranks #8 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	8,611	$1,901,567
2	SPGI	S&P Global Inc.	3,883	$1,496,273
3	MCO	Moodys Corp /De/	2,302	$1,042,621
4	FDS	Factset Research Systems Inc	3,779	$869,472
5	MSCI	MSCI Inc.	1,230	$688,849
6	NDAQ	Nasdaq, Inc.	6,150	$484,743
7	COIN	Coinbase Global, Inc.	2,850	$416,641
8	MORN	Morningstar, Inc. This page	1,663	$259,461

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,461	1,663	-23.8%	Shares	Sole	2026-08-07
2025-12-31	$474,387	2,183	+226.3%	Shares	Sole	2026-01-14
2025-06-30	$210,019	669	-89.4%	Shares	Sole	2025-07-09
2023-03-31	$1,277,058	6,290	+3.0%	Shares	Sole	2023-05-02
2022-12-31	$1,322,715	6,107	+2.4%	Shares	Sole	2023-01-24
2022-09-30	$1,266,276	5,964	-44.0%	Shares	Sole	2022-11-07
2022-06-30	$2,574,764	10,647	+2.2%	Shares	Sole	2022-08-11
2022-03-31	$2,845,065	10,415	+12.6%	Shares	Sole	2022-04-20
2021-12-31	$3,163,407	9,250	+5.9%	Shares	Sole	2022-02-01
2021-09-30	$2,263,145	8,737	+36.4%	Shares	Sole	2021-11-12
2021-06-30	$1,647,046	6,406	+15.5%	Shares	Sole	2021-08-11
2021-03-31	$1,248,521	5,548	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.