Old National Bancorp
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Old National Bancorp reported 521 stock positions worth $3.8 billion. Its top holding was Eli Lilly (LLY) at 13.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.9%) and Apple (AAPL, 3.5%). Compared with Q4 2024, it opened 38 new positions, sold out of 171, added to 148 and reduced 290. The biggest buy was Copart (CPRT, shares +152%) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- EVANSVILLE, IN
- CIK
- 0000707179
- Portfolio Value
- $3.8B (Q1 2025)
- SEC Filing
- 0000950123-25-003474 ↗ filed Apr 14, 2025
Holdings Value
Holdings 521 stocks · $3.8B
| LLY Eli Lilly & Co. | 13.25% | 610,575 | $504.3M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 6.91% | 511,764 | $263.0M | Add +0.9% |
| AAPL Apple Inc. | 3.46% | 593,464 | $131.8M | Reduce -4.1% |
| MSFT Microsoft Corp. | 3.04% | 308,276 | $115.7M | Reduce -4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.45% | 167,007 | $93.4M | Reduce -6.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.36% | 1,118,864 | $89.9M | Add +7.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.26% | 1,687,239 | $86.2M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 2.06% | 139,535 | $78.4M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 1.93% | 1,445,159 | $73.5M | Add +6.3% |
| AMZN Amazon.com Inc. | 1.79% | 358,657 | $68.2M | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 1.76% | 433,590 | $67.1M | Reduce -4.2% |
| T AT&T Inc. | 1.30% | 1,752,367 | $49.6M | Reduce -1.2% |
| VGSH Vanguard Short-Term Treasury | 1.19% | 769,532 | $45.2M | Reduce -19.3% |
| XLK SS Technology Select Sector | 1.10% | 202,945 | $41.9M | Reduce -6.5% |
| V Visa Inc. Class A | 1.04% | 113,474 | $39.8M | Reduce -6.6% |
| CPRT Copart Inc. | 1.04% | 700,592 | $39.6M | Add +152.0% |
| META Meta Platforms Inc. Class A | 1.03% | 67,941 | $39.2M | Reduce -3.7% |
| ONB Old National Bancorp | 0.95% | 1,707,760 | $36.2M | Add +11.4% |
| ALLY Ally Financial Inc. | 0.90% | 942,911 | $34.4M | Add +3.7% |
| SUB iShares Short-Term National | 0.83% | 299,246 | $31.6M | Add +3.4% |
| OEF iShares S&P 100 ETF | 0.72% | 101,001 | $27.4M | Reduce -32.5% |
| ABBV Abbvie Inc. | 0.71% | 129,563 | $27.1M | Reduce -3.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.71% | 341,351 | $26.9M | Add +3.8% |
| UNH Unitedhealth Group Inc. | 0.70% | 50,979 | $26.7M | Reduce -6.4% |
| WFC Wells Fargo & Co. | 0.70% | 369,908 | $26.6M | Reduce -11.3% |
| C Citigroup Inc. | 0.68% | 362,820 | $25.8M | Reduce -2.4% |
| VCIT Vanguard Int-Term Corporate | 0.64% | 299,045 | $24.4M | Add +2.3% |
| VYM Vanguard High DVD Yield ETF | 0.61% | 180,693 | $23.3M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.61% | 94,687 | $23.2M | Reduce -7.5% |
| COST Costco Wholesale Corp. | 0.59% | 23,719 | $22.4M | Reduce -5.1% |
| VONE Vanguard Russell 1000 | 0.55% | 82,616 | $21.0M | Add +15.5% |
| COF Capital One Financial Corp. | 0.55% | 116,493 | $20.9M | Reduce -12.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 271,603 | $20.5M | Reduce -14.6% |
| CVS CVS Health Corp. | 0.53% | 297,713 | $20.2M | Add +20.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.53% | 181,596 | $20.1M | Reduce -44.2% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 40,064 | $19.9M | Reduce -2.8% |
| CRM Salesforce Inc. | 0.52% | 74,263 | $19.9M | Reduce -7.8% |
| VGIT Vanguard Intermediate-Term T | 0.52% | 331,801 | $19.7M | Add +1.3% |
| JNJ Johnson & Johnson | 0.51% | 116,136 | $19.3M | Reduce -4.9% |
| FTNT Fortinet Inc. | 0.50% | 198,635 | $19.1M | Reduce -0.0% |
| XLF SS Financial Select Sector | 0.50% | 379,283 | $18.9M | Add +10.8% |
| TSN Tyson Foods Inc. Class A | 0.48% | 285,305 | $18.2M | Add +5.9% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 384,552 | $17.4M | Add +3.0% |
| ADBE Adobe Inc. | 0.44% | 43,429 | $16.7M | Reduce -3.7% |
| XOM Exxon Mobil Corp. | 0.43% | 137,646 | $16.4M | Reduce -7.5% |
| BLK BlackRock Inc. | 0.42% | 16,916 | $16.0M | Reduce -5.4% |
| XLY SS Consumer Disc Select Sect | 0.42% | 80,307 | $15.9M | Reduce -5.8% |
| EFX Equifax Inc. | 0.41% | 64,016 | $15.6M | Reduce -5.8% |
| IOO iShares Global 100 ETF | 0.41% | 161,575 | $15.6M | Reduce -23.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 310,924 | $15.4M | Add +10.0% |
| CNH CNH Industrial NV | 0.40% | 1,251,355 | $15.4M | Add +10.5% |
| KMX Carmax Inc. | 0.40% | 193,416 | $15.1M | Reduce -5.8% |
| ABT Abbott Laboratories | 0.39% | 113,120 | $15.0M | Reduce -0.8% |
| XLV SS Health Care Select Sector | 0.39% | 101,847 | $14.9M | Reduce -4.5% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 633,126 | $14.8M | Add +2.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.39% | 151,969 | $14.7M | Add +6.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.38% | 350,183 | $14.6M | Add +1.5% |
| VZ Verizon Communications Inc. | 0.38% | 320,943 | $14.6M | Add +1.4% |
| PINS Pinterest Inc. Class A | 0.37% | 456,367 | $14.1M | Add +1.9% |
| EW Edwards Lifesciences Corp. | 0.37% | 195,142 | $14.1M | Reduce -1.0% |
| VTR Ventas Inc. | 0.37% | 205,180 | $14.1M | Reduce -0.8% |
| DHR Danaher Corp. | 0.37% | 67,955 | $13.9M | Reduce -4.6% |
| IWM iShares Russell 2000 ETF | 0.36% | 69,503 | $13.9M | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 69,341 | $13.5M | Add +3.4% |
| BSV Vanguard Short-Term Bond ETF | 0.35% | 168,722 | $13.2M | Reduce -41.5% |
| CSCO Cisco Systems Inc. | 0.34% | 212,137 | $13.1M | Reduce -1.5% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.34% | 132,189 | $13.0M | Add +5.4% |
| KMI Kinder Morgan Inc. | 0.33% | 445,335 | $12.7M | Add +6.5% |
| CMA Comerica Inc. | 0.33% | 213,419 | $12.6M | Reduce -4.5% |
| KR Kroger Co. | 0.33% | 183,353 | $12.4M | Add +3.0% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 196,892 | $12.0M | Reduce -1.4% |
| COP Conocophillips | 0.31% | 112,580 | $11.8M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.31% | 26,444 | $11.8M | Reduce -4.1% |
| VIRT Virtu Financial Inc. Class A | 0.31% | 309,227 | $11.8M | Reduce -6.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.30% | 238,420 | $11.3M | Reduce -8.1% |
| MCD McDonald's Corp. | 0.29% | 35,691 | $11.1M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.29% | 122,960 | $11.0M | Add +5.5% |
| VEEV Veeva Systems Inc. Class A | 0.29% | 47,410 | $11.0M | Reduce -4.5% |
| DE Deere & Co. | 0.29% | 23,390 | $11.0M | Reduce -8.4% |
| FNF Fidelity National Financial | 0.29% | 166,941 | $10.9M | Add +0.5% |
| CCI Crown Castle Inc. | 0.28% | 103,252 | $10.8M | Add +4.2% |
| MDY State Street SPDR S&P Midcap | 0.28% | 19,965 | $10.7M | Reduce -1.3% |
| XLI SS Industrial Select Sector | 0.28% | 80,863 | $10.6M | Reduce -5.4% |
| CTRA Coterra Energy Inc. | 0.28% | 365,904 | $10.6M | Add +8.3% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.27% | 253,991 | $10.4M | Reduce -0.4% |
| TFC Truist Financial Corp. | 0.27% | 253,117 | $10.4M | Reduce -0.9% |
| BBWI Bath & Body Works Inc. | 0.27% | 342,522 | $10.4M | Add +12.5% |
| XLC SS Comm Select Sector SPDR | 0.27% | 107,125 | $10.3M | Reduce -5.4% |
| PEP Pepsico Inc. | 0.27% | 68,441 | $10.3M | Reduce -2.7% |
| DVY iShares Select Dividend ETF | 0.27% | 75,116 | $10.1M | Reduce -13.3% |
| PG The Procter & Gamble Co. | 0.26% | 58,136 | $9.9M | Add +6.7% |
| IWR iShares Russell Mid-Cap ETF | 0.26% | 115,611 | $9.8M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 12 | $9.6M | Add +71.4% |
| MO Altria Group Inc. | 0.25% | 155,782 | $9.4M | Reduce -1.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.24% | 200,906 | $9.3M | Add +5.4% |
| XLE SS Energy Select Sector | 0.22% | 90,644 | $8.5M | Reduce -3.8% |
| GPN Global Payments Inc. | 0.22% | 86,490 | $8.5M | Reduce -6.7% |
| TGT Target Corp. | 0.22% | 80,347 | $8.4M | Reduce -1.9% |
| PFE Pfizer Inc. | 0.22% | 330,736 | $8.4M | Add +10.5% |
| KHC The Kraft Heinz Co. | 0.22% | 270,705 | $8.2M | Add +11.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $34K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 11,282 | $34K | No change |
Total filed on the 13F, all lines: $3.8B.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Sold out | 0.00% | −1.16 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.88 |
| IWF iShares Russell 1000 Growth | Reduce -79.3% | 0.17% | −0.67 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.53 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -95.5% | 0.02% | −0.41 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -44.2% | 0.53% | −0.32 |
| NI Nisource Inc. | Sold out | 0.00% | −0.32 |
| OEF iShares S&P 100 ETF | Reduce -32.5% | 0.72% | −0.31 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.30 |
| AEP American Electric Power | Sold out | 0.00% | −0.28 |
| GOOGL Alphabet Inc. Class A | Reduce -4.2% | 1.76% | −0.27 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.24 |
| AAPL Apple Inc. | Reduce -4.1% | 3.46% | −0.21 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.21 |
| INTC Intel Corp. | Sold out | 0.00% | −0.18 |
| BSV Vanguard Short-Term Bond ETF | Reduce -41.5% | 0.35% | −0.18 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 1.79% | −0.17 |
| MSFT Microsoft Corp. | Reduce -4.1% | 3.04% | −0.17 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.15 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.14 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.13 |
| VGSH Vanguard Short-Term Treasury | Reduce -19.3% | 1.19% | −0.13 |
| UAL United Airlines Holdings Inc. | Reduce -18.9% | 0.21% | −0.12 |
| CRM Salesforce Inc. | Reduce -7.8% | 0.52% | −0.11 |
| IOO iShares Global 100 ETF | Reduce -23.9% | 0.41% | −0.10 |
| XLK SS Technology Select Sector | Reduce -6.5% | 1.10% | −0.09 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.07 |
| ITM Vaneck Intermediate Muni ETF | Reduce -28.6% | 0.21% | −0.06 |
| TSLA Tesla Inc. | Reduce -10.8% | 0.10% | −0.06 |
| HTLF Heartland Financial USA Inc. | Sold out | 0.00% | −0.05 |
| JHG Janus Henderson Group PLC | Reduce -34.9% | 0.07% | −0.04 |
| TGT Target Corp. | Reduce -1.9% | 0.22% | −0.04 |
| APTV Aptiv PLC | Reduce -72.3% | 0.02% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.04 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Reduce -3.7% | 0.44% | −0.04 |
| XLY SS Consumer Disc Select Sect | Reduce -5.8% | 0.42% | −0.04 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -30.6% | 0.12% | −0.03 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.03 |
| SO The Southern Co. | Sold out | 0.00% | −0.03 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -52.2% | 0.02% | −0.02 |
| GPN Global Payments Inc. | Reduce -6.7% | 0.22% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.02 |
| SRE Sempra | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -3.0% | 0.16% | −0.02 |
| DHR Danaher Corp. | Reduce -4.6% | 0.37% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| CPRT Copart Inc. | Add +152.0% | 1.04% | +0.66 |
| VOO Vanguard S&P 500 ETF | Add +0.9% | 6.91% | +0.43 |
| VEA Vanguard Ftse Developed ETF | Add +6.3% | 1.93% | +0.39 |
| CVS CVS Health Corp. | Add +20.1% | 0.53% | +0.27 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +7.2% | 2.36% | +0.19 |
| ONB Old National Bancorp | Add +11.4% | 0.95% | +0.16 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +71.4% | 0.25% | +0.14 |
| ALLY Ally Financial Inc. | Add +3.7% | 0.90% | +0.13 |
| TSN Tyson Foods Inc. Class A | Add +5.9% | 0.48% | +0.11 |
| SUB iShares Short-Term National | Add +3.4% | 0.83% | +0.11 |
| XLF SS Financial Select Sector | Add +10.8% | 0.50% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.8% | 0.71% | +0.10 |
| CNH CNH Industrial NV | Add +10.5% | 0.40% | +0.10 |
| VONE Vanguard Russell 1000 | Add +15.5% | 0.55% | +0.10 |
| VCIT Vanguard Int-Term Corporate | Add +2.3% | 0.64% | +0.09 |
| VZ Verizon Communications Inc. | Add +1.4% | 0.38% | +0.08 |
| BBJP JPMorgan Betabuilders Japan | New | 0.08% | +0.08 |
| CTRA Coterra Energy Inc. | Add +8.3% | 0.28% | +0.07 |
| SLB SLB Ltd. | Add +1.5% | 0.38% | +0.07 |
| HII Huntington Ingalls Industrie | Add +28.1% | 0.20% | +0.07 |
| CCI Crown Castle Inc. | Add +4.2% | 0.28% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.0% | 0.41% | +0.07 |
| CCL Carnival Corp. | Add +103.4% | 0.16% | +0.07 |
| ACWV iShares MSCI Global Min Vol | New | 0.07% | +0.07 |
| KR Kroger Co. | Add +3.0% | 0.33% | +0.07 |
| VGIT Vanguard Intermediate-Term T | Add +1.3% | 0.52% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +3.0% | 0.46% | +0.07 |
| FNF Fidelity National Financial | Add +0.5% | 0.29% | +0.06 |
| PINS Pinterest Inc. Class A | Add +1.9% | 0.37% | +0.06 |
| KMI Kinder Morgan Inc. | Add +6.5% | 0.33% | +0.06 |
| UMBF Umb Financial Corp. | New | 0.06% | +0.06 |
| DG Dollar General Corp. | Add +16.0% | 0.17% | +0.06 |
| BBEU JPMorgan Betabuilders Europe | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | Add +22.0% | 0.14% | +0.05 |
| WU Western Union Co. | Add +16.0% | 0.21% | +0.05 |
| COP Conocophillips | Add +0.1% | 0.31% | +0.05 |
| PG The Procter & Gamble Co. | Add +6.7% | 0.26% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +3.4% | 0.35% | +0.04 |
| MOS The Mosaic Co. | Add +1.4% | 0.21% | +0.04 |
| VMBS Vanguard Mortgage-Backed Sec | Add +5.4% | 0.24% | +0.04 |
| KHC The Kraft Heinz Co. | Add +11.4% | 0.22% | +0.04 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +14.4% | 0.20% | +0.04 |
| F Ford Motor Co. | Add +12.3% | 0.18% | +0.04 |
| XMTR Xometry Inc. Class A | New | 0.04% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +18.2% | 0.18% | +0.03 |
| PFE Pfizer Inc. | Add +10.5% | 0.22% | +0.03 |
| BBAX JPMorgan Betabuilders Develo | New | 0.03% | +0.03 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +5.4% | 0.34% | +0.03 |
| LIN Linde PLC | Add +74.0% | 0.05% | +0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +6.9% | 0.39% | +0.03 |
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 |