Old National Bancorp

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Old National Bancorp reported 654 stock positions worth $4.2 billion. Its top holding was Eli Lilly (LLY) at 11.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.5%) and Apple (AAPL, 3.7%). Compared with Q3 2024, it opened 49 new positions, sold out of 40, added to 264 and reduced 315. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +2%) and the biggest sale Eli Lilly (LLY, shares −0%).

Most Recent 13F
Q2 2026
Location
EVANSVILLE, IN
CIK
0000707179
Portfolio Value
$4.2B (Q4 2024)
SEC Filing
0000950123-25-000528 ↗ filed Jan 23, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $4.2B Q1 2024 Q2 2024: $4.2B Q2 2024 Q3 2024: $4.3B Q3 2024 Q4 2024: $4.2B $4.2B Q4 2024 Q1 2025: $3.8B Q1 2025 Q2 2025: $5.6B Q2 2025 Q3 2025: $5.8B Q3 2025 Q4 2025: $6.0B Q4 2025 Q1 2026: $6.0B Q1 2026 Q2 2026: $5.0B Q2 2026

Holdings 654 stocks · $4.2B

LLY Eli Lilly & Co. 11.21% 612,840 $473.1M Reduce -0.4%
VOO Vanguard S&P 500 ETF 6.48% 507,298 $273.3M Add +2.0%
AAPL Apple Inc. 3.67% 618,975 $155.0M Add +0.5%
MSFT Microsoft Corp. 3.21% 321,456 $135.5M Add +0.9%
SPY SS SPDR S&P 500 ETF Trust-US 2.47% 177,905 $104.3M Reduce -2.1%
SPYG SS SPDR P S&P 500 Growth ETF 2.17% 1,043,404 $91.7M Reduce -0.7%
SPYV SS SPDR P S&P 500 Value ETF 2.09% 1,720,635 $88.0M Add +1.0%
GOOGL Alphabet Inc. Class A 2.03% 452,795 $85.7M Reduce -0.7%
IVV iShares Core S&P 500 ETF 1.97% 141,159 $83.1M Reduce -3.9%
AMZN Amazon.com Inc. 1.96% 377,698 $82.9M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 1.54% 1,359,821 $65.0M Add +2.0%
VGSH Vanguard Short-Term Treasury 1.31% 953,349 $55.5M Reduce -7.8%
XLK SS Technology Select Sector 1.20% 216,934 $50.4M Add +3.6%
NVDA Nvidia Corp. 1.16% 363,101 $48.8M Add +8.6%
OEF iShares S&P 100 ETF 1.02% 149,587 $43.2M Reduce -20.0%
META Meta Platforms Inc. Class A 0.98% 70,523 $41.3M Reduce -2.3%
T AT&T Inc. 0.96% 1,773,598 $40.4M Reduce -1.0%
V Visa Inc. Class A 0.91% 121,549 $38.4M Reduce -2.9%
KLAC KLA Corp. 0.88% 59,164 $37.3M Reduce -1.8%
SHV iShares 0-1 Year Treasury Bo 0.85% 325,413 $35.8M Reduce -15.9%
IWF iShares Russell 1000 Growth 0.84% 88,645 $35.6M Add +2.8%
ONB Old National Bancorp 0.79% 1,533,106 $33.3M Reduce -5.3%
ALLY Ally Financial Inc. 0.78% 909,075 $32.7M Add +0.2%
SUB iShares Short-Term National 0.72% 289,339 $30.5M Add +0.6%
WFC Wells Fargo & Co. 0.69% 416,889 $29.3M Reduce -8.2%
UNH Unitedhealth Group Inc. 0.65% 54,443 $27.5M Reduce -3.0%
CRM Salesforce Inc. 0.64% 80,591 $26.9M Add +0.5%
C Citigroup Inc. 0.62% 371,586 $26.2M Add +3.4%
VCSH Vanguard S/T Corp. Bond ETF 0.61% 328,891 $25.7M Add +7.9%
JPM JPMorgan Chase & Co. 0.58% 102,402 $24.5M Reduce -3.1%
ABBV Abbvie Inc. 0.57% 134,248 $23.9M Reduce -6.0%
COF Capital One Financial Corp. 0.56% 133,087 $23.7M Reduce -7.7%
VCIT Vanguard Int-Term Corporate 0.56% 292,326 $23.5M Reduce -0.9%
VYM Vanguard High DVD Yield ETF 0.55% 181,743 $23.2M Reduce -1.8%
COST Costco Wholesale Corp. 0.54% 25,000 $22.9M Add +2.5%
IEFA iShares Core MSCI Eafe ETF 0.53% 318,117 $22.4M Reduce -0.5%
TSM Taiwan Semiconductor-SP ADR 0.53% 113,205 $22.4M Add +2.1%
BSV Vanguard Short-Term Bond ETF 0.53% 288,606 $22.3M Reduce -15.4%
TMO Thermo Fisher Scientific Inc. 0.51% 41,226 $21.4M Reduce -5.5%
IOO iShares Global 100 ETF 0.51% 212,375 $21.4M Reduce -18.1%
ADBE Adobe Inc. 0.48% 45,102 $20.1M Add +0.0%
XLY SS Consumer Disc Select Sect 0.45% 85,263 $19.1M Reduce -0.0%
VONE Vanguard Russell 1000 0.45% 71,511 $19.1M Add +15.7%
VGIT Vanguard Intermediate-Term T 0.45% 327,548 $19.0M Reduce -1.3%
FTNT Fortinet Inc. 0.44% 198,677 $18.8M Add +47.5%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.44% 147,862 $18.5M Reduce -10.6%
BLK BlackRock Inc. 0.43% 17,883 $18.3M Add +0.5%
JNJ Johnson & Johnson 0.42% 122,064 $17.7M Reduce -3.7%
EFX Equifax Inc. 0.41% 67,920 $17.3M Add +0.5%
KMX Carmax Inc. 0.40% 205,264 $16.8M Reduce -1.9%
XLF SS Financial Select Sector 0.39% 342,258 $16.5M Add +5.5%
VWO Vanguard Ftse Emerging Marke 0.39% 373,536 $16.5M Add +24.4%
DHR Danaher Corp. 0.39% 71,218 $16.3M Reduce -0.4%
XOM Exxon Mobil Corp. 0.38% 148,758 $16.0M Reduce -4.9%
SCHA Schwab US Small-Cap ETF 0.38% 617,950 $16.0M Reduce -2.1%
CPRT Copart Inc. 0.38% 278,040 $16.0M Reduce -21.7%
TSN Tyson Foods Inc. Class A 0.37% 269,512 $15.5M Add +11.4%
IWM iShares Russell 2000 ETF 0.36% 68,705 $15.2M Reduce -4.3%
VIOO Vanguard S&P Small-Cap 600 E 0.36% 142,195 $15.1M Add +0.1%
XLV SS Health Care Select Sector 0.35% 106,641 $14.7M Add +1.7%
EW Edwards Lifesciences Corp. 0.35% 197,143 $14.6M Add +3.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.34% 282,761 $14.2M Add +10.3%
UAL United Airlines Holdings Inc. 0.33% 145,166 $14.1M Reduce -4.0%
CMA Comerica Inc. 0.33% 223,472 $13.8M Reduce -8.0%
LMT Lockheed Martin Corp. 0.32% 27,566 $13.4M Reduce -8.2%
NI Nisource Inc. 0.32% 362,967 $13.3M Add +4.4%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.31% 125,409 $13.2M Add +1.0%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.31% 344,876 $13.2M Add +1.1%
VIG Vanguard Dividend Apprec ETF 0.31% 67,077 $13.1M Add +8.8%
PINS Pinterest Inc. Class A 0.31% 448,099 $13.0M Add +3.5%
ABT Abbott Laboratories 0.31% 113,971 $12.9M Reduce -3.2%
CNH CNH Industrial NV 0.30% 1,132,540 $12.8M Add +297.6%
CSCO Cisco Systems Inc. 0.30% 215,451 $12.8M Reduce -2.2%
ASML ASML Holding NV-NY Reg SHS 0.30% 18,286 $12.7M Add +3.3%
VZ Verizon Communications Inc. 0.30% 316,680 $12.7M Reduce -2.6%
SHM SS SPDR N Ice St Muni ETF 0.29% 259,466 $12.3M Reduce -12.2%
VTR Ventas Inc. 0.29% 206,764 $12.2M Add +3.0%
AEP American Electric Power 0.28% 128,654 $11.9M Add +3.0%
BBWI Bath & Body Works Inc. 0.28% 304,462 $11.8M Reduce -2.8%
VIRT Virtu Financial Inc. Class A 0.28% 328,926 $11.7M Reduce -10.4%
MRK Merck & Co. Inc. 0.27% 116,531 $11.6M Reduce -2.8%
ITM Vaneck Intermediate Muni ETF 0.27% 250,100 $11.5M Add +16.4%
MDY State Street SPDR S&P Midcap 0.27% 20,225 $11.5M Reduce -1.6%
KMI Kinder Morgan Inc. 0.27% 418,260 $11.5M Add +10.3%
DVY iShares Select Dividend ETF 0.27% 86,603 $11.4M Add +37.2%
BMY Bristol-Myers Squibb Co. 0.27% 199,637 $11.3M Reduce -3.5%
XLI SS Industrial Select Sector 0.27% 85,476 $11.3M Add +3.4%
COP Conocophillips 0.26% 112,422 $11.1M Reduce -2.0%
CVS CVS Health Corp. 0.26% 247,960 $11.1M Reduce -12.6%
TFC Truist Financial Corp. 0.26% 255,447 $11.1M Reduce -0.6%
TGT Target Corp. 0.26% 81,877 $11.1M Reduce -9.2%
XLC SS Comm Select Sector SPDR 0.26% 113,284 $11.0M Add +3.4%
KR Kroger Co. 0.26% 178,009 $10.9M Add +7.3%
DE Deere & Co. 0.26% 25,539 $10.8M Reduce -43.6%
PEP Pepsico Inc. 0.25% 70,346 $10.7M Reduce -2.7%
VEEV Veeva Systems Inc. Class A 0.25% 49,629 $10.4M Add +2.4%
MCD McDonald's Corp. 0.25% 35,919 $10.4M Add +12.6%
GPN Global Payments Inc. 0.25% 92,711 $10.4M Reduce -2.5%
IWR iShares Russell Mid-Cap ETF 0.24% 116,526 $10.3M Reduce -5.2%
TXN Texas Instruments Inc. 0.24% 54,449 $10.2M Reduce -4.2%

Show all 654 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $93K (not counted above)
SecurityClassShares / PrincipalValueChange
CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 11,282$93KNo change

Total filed on the 13F, all lines: $4.2B.

Portfolio Sells Q3 2024 → Q4 2024

LLY Eli Lilly & Co. Reduce -0.4% 11.21% −1.37
STZ Constellation Brands Inc. Class A Reduce -84.0% 0.04% −0.26
KLAC KLA Corp. Reduce -1.8% 0.88% −0.19
DE Deere & Co. Reduce -43.6% 0.26% −0.18
OEF iShares S&P 100 ETF Reduce -20.0% 1.02% −0.17
CVS CVS Health Corp. Reduce -12.6% 0.26% −0.15
SHV iShares 0-1 Year Treasury Bo Reduce -15.9% 0.85% −0.14
MCHP Microchip Technology Inc. Reduce -72.7% 0.03% −0.13
TMO Thermo Fisher Scientific Inc. Reduce -5.5% 0.51% −0.11
EMXC iShares MSCI Emr MRK Ex Chna Reduce -82.7% 0.02% −0.11
UNH Unitedhealth Group Inc. Reduce -3.0% 0.65% −0.11
VGSH Vanguard Short-Term Treasury Reduce -7.8% 1.31% −0.10
BSV Vanguard Short-Term Bond ETF Reduce -15.4% 0.53% −0.09
LMT Lockheed Martin Corp. Reduce -8.2% 0.32% −0.09
IOO iShares Global 100 ETF Reduce -18.1% 0.51% −0.09
ABBV Abbvie Inc. Reduce -6.0% 0.57% −0.09
APTV Aptiv PLC Reduce -48.5% 0.06% −0.07
DHR Danaher Corp. Reduce -0.4% 0.39% −0.07
CUBE Cubesmart Reduce -16.1% 0.15% −0.07
JHG Janus Henderson Group PLC Reduce -46.6% 0.11% −0.07
BBY Best Buy Co. Inc. Reduce -14.2% 0.18% −0.06
LYB Lyondellbasell Indu Class A Reduce -14.9% 0.13% −0.06
PSA Public Storage Reduce -13.4% 0.17% −0.06
TGT Target Corp. Reduce -9.2% 0.26% −0.06
DD Dupont DE Nemours Inc. Reduce -47.7% 0.05% −0.06
JNJ Johnson & Johnson Reduce -3.7% 0.42% −0.06
CAG Conagra Brands Inc. Reduce -16.8% 0.15% −0.06
HII Huntington Ingalls Industrie Reduce -4.1% 0.13% −0.06
FANG Diamondback Energy Inc. Reduce -44.3% 0.06% −0.05
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -10.6% 0.44% −0.05
CPRT Copart Inc. Reduce -21.7% 0.38% −0.05
IEFA iShares Core MSCI Eafe ETF Reduce -0.5% 0.53% −0.05
XOM Exxon Mobil Corp. Reduce -4.9% 0.38% −0.04
PFE Pfizer Inc. Reduce -13.7% 0.19% −0.04
MRK Merck & Co. Inc. Reduce -2.8% 0.27% −0.04
CVX Chevron Corp. Reduce -17.7% 0.19% −0.04
RUN Sunrun Inc. Reduce -12.9% 0.03% −0.04
VZ Verizon Communications Inc. Reduce -2.6% 0.30% −0.04
SHM SS SPDR N Ice St Muni ETF Reduce -12.2% 0.29% −0.04
MMM 3M Co. Reduce -22.9% 0.10% −0.03
WEC WEC Energy Group Inc. Reduce -18.1% 0.15% −0.03
RHHBY Roche Holdings Ltd.-Spons ADR Reduce -3.7% 0.21% −0.03
PEP Pepsico Inc. Reduce -2.7% 0.25% −0.03
INTC Intel Corp. Reduce -1.9% 0.18% −0.03
TXN Texas Instruments Inc. Reduce -4.2% 0.24% −0.03
WU Western Union Co. Reduce -6.6% 0.17% −0.03
PFF iShares Preferred & Income S Reduce -28.8% 0.06% −0.03
NEE Nextera Energy Inc. Reduce -2.0% 0.14% −0.02
PG The Procter & Gamble Co. Reduce -9.1% 0.22% −0.02
AMAT Applied Materials Inc. Reduce -24.2% 0.04% −0.02

Portfolio Buys Q3 2024 → Q4 2024

VOO Vanguard S&P 500 ETF Add +2.0% 6.48% +0.42
AAPL Apple Inc. Add +0.5% 3.67% +0.36
CNH CNH Industrial NV Add +297.6% 0.30% +0.23
NVDA Nvidia Corp. Add +8.6% 1.16% +0.22
FTNT Fortinet Inc. Add +47.5% 0.44% +0.20
KHC The Kraft Heinz Co. Add +1260.7% 0.18% +0.16
CRM Salesforce Inc. Add +0.5% 0.64% +0.13
XLK SS Technology Select Sector Add +3.6% 1.20% +0.10
C Citigroup Inc. Add +3.4% 0.62% +0.10
DG Dollar General Corp. Add +533.5% 0.12% +0.10
IWF iShares Russell 1000 Growth Add +2.8% 0.84% +0.10
CCL Carnival Corp. New 0.09% +0.09
TSM Taiwan Semiconductor-SP ADR Add +2.1% 0.53% +0.09
EL Estee Lauder Companies Class A Add +1136.5% 0.09% +0.08
VONE Vanguard Russell 1000 Add +15.7% 0.45% +0.08
KMI Kinder Morgan Inc. Add +10.3% 0.27% +0.08
DVY iShares Select Dividend ETF Add +37.2% 0.27% +0.07
TSLA Tesla Inc. Add +9.2% 0.16% +0.07
VWO Vanguard Ftse Emerging Marke Add +24.4% 0.39% +0.06
EW Edwards Lifesciences Corp. Add +3.7% 0.35% +0.06
XLF SS Financial Select Sector Add +5.5% 0.39% +0.05
VCSH Vanguard S/T Corp. Bond ETF Add +7.9% 0.61% +0.05
PYPL PayPal Holdings Inc. Add +14.3% 0.21% +0.05
AVGO Broadcom Inc. Add +10.5% 0.13% +0.05
MSFT Microsoft Corp. Add +0.9% 3.21% +0.05
BLK BlackRock Inc. Add +0.5% 0.43% +0.04
COST Costco Wholesale Corp. Add +2.5% 0.54% +0.04
HDV iShares Core High Dividend E Add +49.4% 0.14% +0.04
VMBS Vanguard Mortgage-Backed Sec Add +28.1% 0.20% +0.04
IWD iShares Russell 1000 Value E Add +38.0% 0.15% +0.04
ITM Vaneck Intermediate Muni ETF Add +16.4% 0.27% +0.04
KR Kroger Co. Add +7.3% 0.26% +0.04
NI Nisource Inc. Add +4.4% 0.32% +0.04
MOS The Mosaic Co. Add +33.8% 0.17% +0.04
TSN Tyson Foods Inc. Class A Add +11.4% 0.37% +0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +10.3% 0.34% +0.03
XLC SS Comm Select Sector SPDR Add +3.4% 0.26% +0.03
IJJ iShares S&P Mid-Cap 400 Valu New 0.03% +0.03
ALLY Ally Financial Inc. Add +0.2% 0.78% +0.03
GOOG Alphabet Inc. Class C Add +2.0% 0.18% +0.03
VIG Vanguard Dividend Apprec ETF Add +8.8% 0.31% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +38.3% 0.09% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +75.2% 0.05% +0.02
MCK McKesson Corp. Add +7.3% 0.11% +0.02
MCD McDonald's Corp. Add +12.6% 0.25% +0.02
CTRA Coterra Energy Inc. Add +1.9% 0.20% +0.02
EFG iShares MSCI Eafe Growth ETF New 0.02% +0.02
APA Apa Corp. Add +20.9% 0.14% +0.02
NOW ServiceNow Inc. Add +116.4% 0.03% +0.02
SUB iShares Short-Term National Add +0.6% 0.72% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 624$5.0BLLY, VOO, AAPL, SPYG, VEA
Q1 2026 614$6.0BONB, LLY, VOO, SPY, AAPL
Q4 2025 603$6.0BONB, LLY, VOO, SPY, AAPL
Q3 2025 604$5.8BONB, LLY, VOO, SPY, MSFT
Q2 2025 594$5.6BONB, LLY, VOO, SPY, MSFT
Q1 2025 521$3.8BLLY, VOO, AAPL, MSFT, SPY
Q4 2024 654$4.2BLLY, VOO, AAPL, MSFT, SPY
Q3 2024 645$4.3BLLY, VOO, AAPL, MSFT, SPY
Q2 2024 622$4.2BLLY, VOO, MSFT, AAPL, OEF
Q1 2024 628$4.2BLLY, VOO, MSFT, IOO, AAPL