Old National Bancorp
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Old National Bancorp reported 624 stock positions worth $5.0 billion. Its top holding was Eli Lilly (LLY) at 14.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 8.3%) and Apple (AAPL, 3.5%). Compared with Q1 2026, it opened 78 new positions, sold out of 70, added to 186 and reduced 317. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +0%) and the biggest sale Old National Bancorp (ONB, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- EVANSVILLE, IN
- CIK
- 0000707179
- Portfolio Value
- $5.0B (Q2 2026)
- SEC Filing
- 0001193125-26-304193 ↗ filed Jul 15, 2026
Holdings Value
Holdings 624 stocks · $5.0B
| LLY Eli Lilly & Co. | 14.46% | 605,458 | $726.2M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 8.25% | 603,781 | $414.7M | Add +0.1% |
| AAPL Apple Inc. | 3.45% | 599,399 | $173.4M | Reduce -5.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.39% | 1,429,611 | $170.1M | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 3.28% | 2,314,212 | $164.9M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 2.84% | 398,672 | $142.5M | Reduce -6.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.75% | 185,212 | $138.3M | Reduce -41.1% |
| MSFT Microsoft Corp. | 2.36% | 317,627 | $118.5M | Reduce -5.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.33% | 1,922,651 | $116.9M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 2.12% | 142,095 | $106.4M | Reduce -7.8% |
| AMZN Amazon.com Inc. | 1.79% | 378,131 | $90.1M | Reduce -2.7% |
| XLK SS Technology Select Sector | 1.15% | 304,184 | $58.0M | Reduce -2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.85% | 711,781 | $42.5M | Add +5.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.84% | 837,585 | $42.4M | Add +14.1% |
| META Meta Platforms Inc. Class A | 0.79% | 70,645 | $39.8M | Reduce -7.9% |
| ONB Old National Bancorp | 0.78% | 1,516,625 | $39.3M | Reduce -96.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.77% | 488,005 | $38.6M | Add +10.1% |
| VONE Vanguard Russell 1000 | 0.75% | 111,935 | $37.9M | Add +5.8% |
| VGSH Vanguard Short-Term Treasury | 0.74% | 641,271 | $37.3M | Add +1.6% |
| V Visa Inc. Class A | 0.74% | 108,609 | $37.3M | Reduce -4.9% |
| FTNT Fortinet Inc. | 0.67% | 218,118 | $33.5M | Reduce -5.0% |
| CVS CVS Health Corp. | 0.67% | 323,457 | $33.5M | Add +2.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.66% | 341,806 | $33.0M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 0.64% | 98,543 | $32.3M | Reduce -6.2% |
| ABBV Abbvie Inc. | 0.63% | 126,179 | $31.8M | Add +2.7% |
| VCIT Vanguard Int-Term Corporate | 0.63% | 379,883 | $31.4M | Add +2.0% |
| SCHA Schwab US Small-Cap ETF | 0.60% | 838,856 | $30.3M | Reduce -3.5% |
| VGIT Vanguard Intermediate-Term T | 0.55% | 464,632 | $27.4M | Add +11.6% |
| OEF iShares S&P 100 ETF | 0.54% | 74,354 | $27.2M | Reduce -0.9% |
| VYM Vanguard High DVD Yield ETF | 0.52% | 166,645 | $26.3M | Reduce -23.3% |
| SUB iShares Short-Term National | 0.52% | 244,497 | $26.0M | Reduce -6.8% |
| WFC Wells Fargo & Co. | 0.52% | 313,193 | $25.9M | Reduce -3.9% |
| USB US Bancorp | 0.51% | 423,598 | $25.6M | Reduce -4.5% |
| COST Costco Wholesale Corp. | 0.50% | 27,104 | $25.4M | Reduce -1.9% |
| JNJ Johnson & Johnson | 0.50% | 99,264 | $25.2M | Reduce -7.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.47% | 172,006 | $23.7M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.43% | 52,077 | $21.6M | Add +7.6% |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 42,190 | $21.2M | Reduce -9.5% |
| IWM iShares Russell 2000 ETF | 0.42% | 70,355 | $21.1M | Reduce -38.4% |
| VTR Ventas Inc. | 0.42% | 235,114 | $20.9M | Add +14.5% |
| VRT Vertiv Holdings Co. Class A | 0.41% | 61,727 | $20.7M | Reduce -2.7% |
| CFG Citizens Financial Group | 0.40% | 285,425 | $20.0M | Reduce -4.8% |
| CNH CNH Industrial NV | 0.39% | 1,751,726 | $19.7M | Reduce -14.5% |
| CPRT Copart Inc. | 0.39% | 697,442 | $19.7M | Reduce -15.5% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.38% | 148,192 | $19.3M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.37% | 145,489 | $18.7M | Reduce -10.1% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.35% | 373,840 | $17.4M | Add +13.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.34% | 360,149 | $16.9M | Add +10.1% |
| BBWI Bath & Body Works Inc. | 0.33% | 718,792 | $16.6M | Add +44.0% |
| XOM Exxon Mobil Corp. | 0.32% | 118,856 | $16.2M | Reduce -8.1% |
| GOOG Alphabet Inc. Class C | 0.32% | 45,485 | $16.1M | Reduce -11.6% |
| FLIN Franklin Ftse India ETF | 0.31% | 443,413 | $15.8M | Reduce -47.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 55,114 | $15.5M | Reduce -14.7% |
| GIS General Mills Inc. | 0.30% | 435,509 | $15.2M | Add +8.4% |
| DHR Danaher Corp. | 0.30% | 79,058 | $15.1M | Reduce -7.2% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.30% | 287,612 | $14.8M | Add +11.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.29% | 48,213 | $14.8M | Add +5.1% |
| T AT&T Inc. | 0.29% | 710,211 | $14.7M | Reduce -5.8% |
| AGG iShares Core U.S. Aggregate | 0.29% | 148,288 | $14.7M | Reduce -80.4% |
| CVX Chevron Corp. | 0.28% | 84,242 | $14.0M | Add +1.7% |
| IWR iShares Russell Mid-Cap ETF | 0.28% | 126,173 | $13.9M | Reduce -4.6% |
| MO Altria Group Inc. | 0.27% | 191,923 | $13.8M | Add +5.5% |
| DE Deere & Co. | 0.27% | 21,713 | $13.8M | Reduce -1.1% |
| ALB Albemarle Corp. | 0.27% | 101,665 | $13.7M | Reduce -13.1% |
| XLY SS Consumer Disc Select Sect | 0.27% | 116,171 | $13.6M | Reduce -4.1% |
| TGT Target Corp. | 0.27% | 102,836 | $13.4M | Reduce -8.4% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 56,704 | $13.4M | Reduce -5.7% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 172,251 | $13.3M | Reduce -6.2% |
| CSCO Cisco Systems Inc. | 0.26% | 113,058 | $13.3M | Reduce -11.3% |
| BLK BlackRock Inc. | 0.26% | 13,745 | $13.2M | Reduce -6.2% |
| MDY State Street SPDR S&P Midcap | 0.26% | 18,752 | $13.2M | Reduce -2.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 273,640 | $13.1M | Add +13.4% |
| XLV SS Health Care Select Sector | 0.26% | 82,366 | $13.1M | Add +3.0% |
| TFC Truist Financial Corp. | 0.25% | 253,555 | $12.6M | Add +4.7% |
| BMY Bristol-Myers Squibb Co. | 0.25% | 218,238 | $12.6M | Add +5.4% |
| XLI SS Industrial Select Sector | 0.25% | 67,809 | $12.6M | Add +8.4% |
| XLF SS Financial Select Sector | 0.25% | 233,016 | $12.5M | Reduce -21.4% |
| CCL Carnival Corp. Ltd. | 0.25% | 436,643 | $12.5M | Reduce -2.2% |
| CRM Salesforce Inc. | 0.25% | 78,731 | $12.3M | Reduce -9.8% |
| MLI Mueller Industries Inc. | 0.25% | 100,255 | $12.3M | Add +2.8% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 82,026 | $12.2M | Reduce -1.3% |
| VZ Verizon Communications Inc. | 0.24% | 283,315 | $12.0M | Reduce -4.2% |
| APH Amphenol Corp. Class A | 0.24% | 67,672 | $11.9M | Add +245.9% |
| PFE Pfizer Inc. | 0.24% | 492,066 | $11.8M | Add +5.6% |
| IVW iShares S&P 500 Growth ETF | 0.23% | 85,687 | $11.8M | Reduce -1.3% |
| PSA Public Storage | 0.23% | 36,888 | $11.7M | Add +6.0% |
| MCD McDonald's Corp. | 0.23% | 43,045 | $11.6M | Add +21.8% |
| COP Conocophillips | 0.23% | 111,845 | $11.6M | Add +12.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 46,355 | $11.3M | Add +1.1% |
| CAT Caterpillar Inc. | 0.22% | 10,407 | $11.1M | Add +6.4% |
| CCK Crown Holdings Inc. | 0.22% | 98,384 | $11.0M | Reduce -9.7% |
| DG Dollar General Corp. | 0.22% | 95,465 | $11.0M | Add +1.9% |
| F Ford Motor Co. filed as FORD MTR CO | 0.21% | 776,514 | $10.8M | Reduce -8.3% |
| C Citigroup Inc. | 0.21% | 77,006 | $10.8M | Reduce -11.8% |
| CB Chubb Ltd. | 0.21% | 31,602 | $10.8M | Add +3.4% |
| CMCSA Comcast Corp. Class A | 0.21% | 438,417 | $10.8M | Add +1542.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.21% | 29,015 | $10.6M | Reduce -1.4% |
| DVY iShares Select Dividend ETF | 0.21% | 67,856 | $10.6M | Reduce -1.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 53,215 | $10.5M | Add +1.0% |
| CMI Cummins Inc. | 0.20% | 14,398 | $10.3M | Reduce -5.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $212K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 11,282 | $212K | No change |
Total filed on the 13F, all lines: $5.0B.
Portfolio Sells Q1 2026 → Q2 2026
| ONB Old National Bancorp | Reduce -96.5% | 0.78% | −15.04 |
| AGG iShares Core U.S. Aggregate | Reduce -80.4% | 0.29% | −0.96 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -41.1% | 2.75% | −0.68 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -99.3% | 0.01% | −0.52 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -85.5% | 0.12% | −0.49 |
| IWF iShares Russell 1000 Growth | Reduce -80.2% | 0.18% | −0.48 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -88.3% | 0.10% | −0.46 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.44 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.35 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.30 |
| CGGR Cap Group Growth Equity | Sold out | 0.00% | −0.30 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.23 |
| IBIT iShares Bitcoin Trust ETF | Reduce -94.8% | 0.01% | −0.21 |
| IWB iShares Russell 1000 ETF | Reduce -95.6% | 0.01% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.16 |
| FLIN Franklin Ftse India ETF | Reduce -47.7% | 0.31% | −0.16 |
| TAP Molson Coors Beverage Co. Class B | Reduce -67.6% | 0.06% | −0.11 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -92.1% | 0.01% | −0.11 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.10 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.10 |
| KMX Carmax Inc. | Reduce -84.5% | 0.03% | −0.10 |
| TSN Tyson Foods Inc. Class A | Reduce -65.5% | 0.06% | −0.10 |
| APA Apa Corp. | Reduce -26.9% | 0.20% | −0.10 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.10 |
| KHC The Kraft Heinz Co. | Reduce -66.7% | 0.07% | −0.10 |
| XMHQ Invesco S&P Midcap Qual ETF | Sold out | 0.00% | −0.10 |
| ALLY Ally Financial Inc. | Reduce -52.5% | 0.18% | −0.09 |
| PSX Phillips 66 | Reduce -77.6% | 0.03% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -36.1% | 0.15% | −0.08 |
| ADBE Adobe Inc. | Reduce -59.6% | 0.06% | −0.08 |
| SHEL Shell PLC-ADR | Reduce -78.9% | 0.02% | −0.08 |
| EFX Equifax Inc. | Reduce -45.6% | 0.10% | −0.08 |
| ALB Albemarle Corp. | Reduce -13.1% | 0.27% | −0.08 |
| T AT&T Inc. | Reduce -5.8% | 0.29% | −0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.07 |
| KIM Kimco Realty Corp. | Reduce -90.2% | 0.01% | −0.07 |
| CPRT Copart Inc. | Reduce -15.5% | 0.39% | −0.07 |
| NFLX Netflix Inc. | Reduce -26.5% | 0.12% | −0.06 |
| RMD Resmed Inc. | Reduce -81.2% | 0.01% | −0.06 |
| BBJP JPMorgan Betabuilders Japan | Sold out | 0.00% | −0.06 |
| AEP American Electric Power | Sold out | 0.00% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -38.4% | 0.42% | −0.05 |
| HII Huntington Ingalls Industrie | Reduce -7.3% | 0.20% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -8.1% | 0.32% | −0.04 |
| BBEU JPMorgan Betabuilders Europe | Sold out | 0.00% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -27.8% | 0.08% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -74.5% | 0.01% | −0.04 |
| ORCL Oracle Corp. | Reduce -27.7% | 0.18% | −0.03 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -79.5% | 0.01% | −0.03 |
| CRM Salesforce Inc. | Reduce -9.8% | 0.25% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +0.1% | 8.25% | +2.22 |
| CVS CVS Health Corp. | Add +2.5% | 0.67% | +0.29 |
| VWO Vanguard Ftse Emerging Marke | Add +5.7% | 0.85% | +0.24 |
| VONE Vanguard Russell 1000 | Add +5.8% | 0.75% | +0.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.1% | 0.84% | +0.23 |
| UNH Unitedhealth Group Inc. | Add +7.6% | 0.43% | +0.21 |
| CMCSA Comcast Corp. Class A | Add +1542.1% | 0.21% | +0.20 |
| APH Amphenol Corp. Class A | Add +245.9% | 0.24% | +0.20 |
| DVN Devon Energy Corp. | Add +4984.1% | 0.20% | +0.19 |
| ABBV Abbvie Inc. | Add +2.7% | 0.63% | +0.18 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +10.1% | 0.77% | +0.18 |
| BBWI Bath & Body Works Inc. | Add +44.0% | 0.33% | +0.17 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.6% | 0.66% | +0.15 |
| GEV GE Vernova Inc. | Add +214.3% | 0.18% | +0.14 |
| PNFP Pinnacle Financial Partners | Add +267.0% | 0.17% | +0.14 |
| VTR Ventas Inc. | Add +14.5% | 0.42% | +0.13 |
| VGIT Vanguard Intermediate-Term T | Add +11.6% | 0.55% | +0.13 |
| VGSH Vanguard Short-Term Treasury | Add +1.6% | 0.74% | +0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +13.4% | 0.26% | +0.11 |
| LAMR Lamar Advertising Co. Class A | Add +52.5% | 0.20% | +0.11 |
| HST Host Hotels & Resorts Inc. | New | 0.11% | +0.11 |
| WSO Watsco Inc. | Add +841.3% | 0.12% | +0.11 |
| VCIT Vanguard Int-Term Corporate | Add +2.0% | 0.63% | +0.11 |
| CAT Caterpillar Inc. | Add +6.4% | 0.22% | +0.10 |
| ZS Zscaler Inc. | Add +115.9% | 0.17% | +0.10 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +0.2% | 0.38% | +0.10 |
| SCI Service Corp. International | Add +270.7% | 0.13% | +0.10 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +5.1% | 0.29% | +0.10 |
| PANW Palo Alto Networks Inc. | Add +2.8% | 0.15% | +0.10 |
| DOC Healthpeak Properties Inc. | Add +12.7% | 0.20% | +0.09 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Add +11.5% | 0.30% | +0.08 |
| XLI SS Industrial Select Sector | Add +8.4% | 0.25% | +0.08 |
| VMBS Vanguard Mortgage-Backed Sec | Add +10.1% | 0.34% | +0.08 |
| PSA Public Storage | Add +6.0% | 0.23% | +0.08 |
| MO Altria Group Inc. | Add +5.5% | 0.27% | +0.07 |
| TFC Truist Financial Corp. | Add +4.7% | 0.25% | +0.06 |
| MLI Mueller Industries Inc. | Add +2.8% | 0.25% | +0.06 |
| TROW T Rowe Price Group Inc. | Add +5.9% | 0.17% | +0.06 |
| XLV SS Health Care Select Sector | Add +3.0% | 0.26% | +0.06 |
| SLB SLB Ltd. | Add +13.2% | 0.35% | +0.06 |
| GLW Corning Inc. | Add +3.6% | 0.10% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.1% | 0.22% | +0.06 |
| PCAR Paccar Inc. | Add +12.7% | 0.19% | +0.05 |
| INV Innventure Inc. | Add +599.0% | 0.06% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +7.3% | 0.19% | +0.05 |
| GIS General Mills Inc. | Add +8.4% | 0.30% | +0.05 |
| EOG EOG Resources Inc. | Add +29.4% | 0.18% | +0.05 |
| MCD McDonald's Corp. | Add +21.8% | 0.23% | +0.05 |
| CB Chubb Ltd. | Add +3.4% | 0.21% | +0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.0% | 0.21% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 624 | $5.0B | LLY, VOO, AAPL, SPYG, VEA |
| Q1 2026 | 614 | $6.0B | ONB, LLY, VOO, SPY, AAPL |
| Q4 2025 | 603 | $6.0B | ONB, LLY, VOO, SPY, AAPL |
| Q3 2025 | 604 | $5.8B | ONB, LLY, VOO, SPY, MSFT |
| Q2 2025 | 594 | $5.6B | ONB, LLY, VOO, SPY, MSFT |
| Q1 2025 | 521 | $3.8B | LLY, VOO, AAPL, MSFT, SPY |
| Q4 2024 | 654 | $4.2B | LLY, VOO, AAPL, MSFT, SPY |
| Q3 2024 | 645 | $4.3B | LLY, VOO, AAPL, MSFT, SPY |
| Q2 2024 | 622 | $4.2B | LLY, VOO, MSFT, AAPL, OEF |
| Q1 2024 | 628 | $4.2B | LLY, VOO, MSFT, IOO, AAPL |