Old National Bancorp

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Old National Bancorp reported 614 stock positions worth $6.0 billion. Its top holding was Old National Bancorp (ONB) at 15.8% of the portfolio, followed by Eli Lilly (LLY, 9.5%) and Vanguard S&P 500 ETF (VOO, 6.0%). Compared with Q4 2025, it opened 49 new positions, sold out of 38, added to 232 and reduced 274. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +661%) and the biggest sale Eli Lilly (LLY, shares −0%).

Most Recent 13F
Q2 2026
Location
EVANSVILLE, IN
CIK
0000707179
Portfolio Value
$6.0B (Q1 2026)
SEC Filing
0001193125-26-165319 ↗ filed Apr 21, 2026

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 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 $6.0B Q1 2026 Q2 2026: $5.0B Q2 2026

Holdings 614 stocks · $6.0B

ONB Old National Bancorp 15.82% 42,722,736 $944.2M Reduce -4.4%
LLY Eli Lilly & Co. 9.45% 613,291 $564.1M Reduce -0.1%
VOO Vanguard S&P 500 ETF 6.04% 603,093 $360.4M Add +12.0%
SPY SS SPDR S&P 500 ETF Trust-US 3.43% 314,728 $204.7M Add +4.4%
AAPL Apple Inc. 2.69% 632,673 $160.6M Reduce -1.7%
VEA Vanguard Ftse Developed ETF 2.51% 2,336,037 $149.7M Add +18.9%
SPYG SS SPDR P S&P 500 Growth ETF 2.39% 1,454,358 $142.4M Add +15.9%
MSFT Microsoft Corp. 2.08% 335,403 $124.2M Add +4.5%
GOOGL Alphabet Inc. Class A 2.06% 426,925 $122.8M Reduce -0.7%
SPYV SS SPDR P S&P 500 Value ETF 1.84% 1,942,042 $109.9M Add +16.9%
IVV iShares Core S&P 500 ETF 1.69% 154,064 $100.6M Reduce -0.4%
AMZN Amazon.com Inc. 1.36% 388,455 $80.9M Add +2.5%
AGG iShares Core U.S. Aggregate 1.26% 754,871 $74.9M Add +1.4%
META Meta Platforms Inc. Class A 0.74% 76,719 $43.9M Add +2.7%
XLK SS Technology Select Sector 0.69% 311,221 $41.4M Reduce -8.2%
IWF iShares Russell 1000 Growth 0.66% 92,111 $39.3M Add +402.0%
VGSH Vanguard Short-Term Treasury 0.62% 630,940 $36.9M Add +2.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.61% 733,944 $36.6M Add +23.2%
VWO Vanguard Ftse Emerging Marke 0.61% 673,377 $36.4M Add +18.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.61% 185,027 $36.3M Add +661.1%
VCSH Vanguard S/T Corp. Bond ETF 0.59% 443,111 $35.1M Add +9.2%
V Visa Inc. Class A 0.58% 114,239 $34.5M Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.55% 57,268 $33.1M Add +862.5%
VYM Vanguard High DVD Yield ETF 0.54% 217,294 $32.2M Reduce -1.4%
FNDX Schwab Fndmntl US LRG Co. ETF 0.53% 1,127,401 $31.4M New
VONE Vanguard Russell 1000 0.52% 105,777 $31.2M Add +2.8%
JPM JPMorgan Chase & Co. 0.52% 105,080 $30.9M Reduce -2.4%
VCIT Vanguard Int-Term Corporate 0.52% 372,583 $30.8M Add +12.4%
IEFA iShares Core MSCI Eafe ETF 0.51% 333,156 $30.2M Reduce -7.7%
IWM iShares Russell 2000 ETF 0.47% 114,258 $28.3M Reduce -1.3%
FLIN Franklin Ftse India ETF 0.47% 847,863 $28.2M Add +13.4%
SUB iShares Short-Term National 0.47% 262,352 $27.9M Reduce -6.8%
COST Costco Wholesale Corp. 0.46% 27,634 $27.5M Reduce -11.1%
CPRT Copart Inc. 0.46% 825,692 $27.4M Add +69.2%
ABBV Abbvie Inc. 0.45% 122,893 $26.7M Reduce -0.9%
XMMO Invesco S&P Midcap Momentum 0.44% 181,804 $26.4M New
JNJ Johnson & Johnson 0.44% 107,099 $26.2M Reduce -2.4%
WFC Wells Fargo & Co. 0.43% 325,725 $25.9M Reduce -3.9%
SCHA Schwab US Small-Cap ETF 0.42% 869,249 $25.3M Add +21.1%
VGIT Vanguard Intermediate-Term T 0.42% 416,247 $24.8M Reduce -72.0%
OEF iShares S&P 100 ETF 0.40% 75,050 $23.9M Add +11.1%
USB US Bancorp 0.39% 443,687 $23.1M Add +23.1%
TMO Thermo Fisher Scientific Inc. 0.38% 46,603 $22.9M Add +0.7%
CVS CVS Health Corp. 0.38% 315,698 $22.7M Reduce -3.9%
CNH CNH Industrial NV 0.38% 2,049,169 $22.5M Add +45.8%
XOM Exxon Mobil Corp. 0.37% 129,290 $21.9M Add +0.8%
T AT&T Inc. 0.37% 753,667 $21.8M Reduce -37.7%
ALB Albemarle Corp. 0.35% 117,025 $21.0M Reduce -14.8%
NVDA Nvidia Corp. 0.35% 118,099 $20.6M Add +7.6%
VIOO Vanguard S&P Small-Cap 600 E 0.33% 173,583 $19.9M Reduce -2.3%
MRK Merck & Co. Inc. 0.33% 161,744 $19.5M Reduce -0.5%
FTNT Fortinet Inc. 0.31% 229,509 $18.8M Add +5.5%
APA Apa Corp. 0.31% 430,224 $18.3M Add +4.1%
IWY iShares Russell Top 200 Grow 0.30% 72,450 $18.0M New
CFG Citizens Financial Group 0.30% 299,733 $18.0M Add +81.5%
CGGR Cap Group Growth Equity 0.30% 443,655 $17.8M New
CVX Chevron Corp. 0.29% 82,798 $17.1M Add +22.8%
SLB SLB Ltd. filed as SLB LIMITED 0.28% 330,400 $17.0M Add +1.2%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.28% 147,903 $16.9M Reduce -2.3%
VTR Ventas Inc. 0.28% 205,339 $16.8M Reduce -1.8%
ALLY Ally Financial Inc. 0.28% 420,204 $16.5M Reduce -24.4%
CRM Salesforce Inc. 0.27% 87,279 $16.3M Add +4.1%
DHR Danaher Corp. 0.27% 85,178 $16.1M Add +1.6%
VRT Vertiv Holdings Co. Class A 0.27% 63,455 $15.9M Add +30.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.26% 64,591 $15.7M Add +66.4%
VMBS Vanguard Mortgage-Backed Sec 0.26% 327,169 $15.4M Add +19.7%
GIS General Mills Inc. 0.25% 401,739 $15.0M Add +389.6%
VZ Verizon Communications Inc. 0.25% 295,786 $14.8M Reduce -5.4%
GOOG Alphabet Inc. Class C 0.25% 51,471 $14.8M Reduce -2.3%
XLF SS Financial Select Sector 0.25% 296,271 $14.6M Reduce -6.0%
HII Huntington Ingalls Industrie 0.24% 38,336 $14.6M Reduce -5.4%
BLK BlackRock Inc. 0.24% 14,647 $14.1M Reduce -6.2%
LMT Lockheed Martin Corp. 0.23% 22,988 $13.9M Reduce -0.3%
CTRA Coterra Energy Inc. 0.23% 393,157 $13.8M Add +3.7%
TGT Target Corp. 0.23% 112,302 $13.6M Add +3.8%
IBIT iShares Bitcoin Trust ETF 0.23% 349,548 $13.4M Add +59.5%
XLY SS Consumer Disc Select Sect 0.22% 121,146 $13.2M Reduce -13.3%
COP Conocophillips 0.22% 99,240 $13.1M Add +0.7%
UNH Unitedhealth Group Inc. 0.22% 48,387 $13.1M Add +2.4%
PFE Pfizer Inc. 0.22% 466,061 $13.1M Add +13.5%
VIG Vanguard Dividend Apprec ETF 0.22% 60,115 $12.9M Reduce -2.3%
IWR iShares Russell Mid-Cap ETF 0.22% 132,226 $12.9M Add +0.6%
ORCL Oracle Corp. 0.21% 87,024 $12.8M Add +26.0%
RHHBY Roche Holdings Ltd.-Spons ADR 0.21% 257,854 $12.6M Add +0.7%
BMY Bristol-Myers Squibb Co. 0.21% 206,997 $12.6M Add +3.2%
IJH iShares Core S&P Midcap ETF 0.21% 183,578 $12.4M Reduce -9.9%
DE Deere & Co. 0.21% 21,960 $12.4M Reduce -3.1%
MO Altria Group Inc. 0.20% 181,872 $12.0M Add +0.8%
MDY State Street SPDR S&P Midcap 0.20% 19,167 $11.8M Reduce -4.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.20% 45,861 $11.8M Add +41.7%
XLV SS Health Care Select Sector 0.20% 79,975 $11.7M Reduce -6.5%
CCL Carnival Corp. 0.19% 446,501 $11.6M Add +11.3%
IWB iShares Russell 1000 ETF 0.19% 31,729 $11.3M Reduce -0.2%
TFC Truist Financial Corp. 0.19% 242,283 $11.1M Reduce -0.9%
DG Dollar General Corp. 0.19% 93,637 $11.1M Add +0.3%
MCD McDonald's Corp. 0.18% 35,354 $11.0M Reduce -4.8%
EFX Equifax Inc. 0.18% 60,935 $11.0M Reduce -0.1%
CCK Crown Holdings Inc. 0.18% 108,895 $10.9M Add +21.6%
MLI Mueller Industries Inc. 0.18% 97,515 $10.8M Add +21.6%
MA Mastercard Inc. Class A 0.18% 21,524 $10.8M Add +14.2%

Show all 614 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $99K (not counted above)
SecurityClassShares / PrincipalValueChange
CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 11,282$99KNo change

Total filed on the 13F, all lines: $6.0B.

Portfolio Sells Q4 2025 → Q1 2026

LLY Eli Lilly & Co. Reduce -0.1% 9.45% −1.51
VGIT Vanguard Intermediate-Term T Reduce -72.0% 0.42% −1.07
ONB Old National Bancorp Reduce -4.4% 15.82% −0.75
ACWI iShares MSCI Acwi ETF Reduce -93.2% 0.03% −0.46
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.42
AAPL Apple Inc. Reduce -1.7% 2.69% −0.22
GOOGL Alphabet Inc. Class A Reduce -0.7% 2.06% −0.18
ADBE Adobe Inc. Reduce -35.5% 0.14% −0.17
ALLY Ally Financial Inc. Reduce -24.4% 0.28% −0.14
T AT&T Inc. Reduce -37.7% 0.37% −0.13
XLK SS Technology Select Sector Reduce -8.2% 0.69% −0.12
XBI SS SPDR S&P Biotech ETF Reduce -90.4% 0.01% −0.11
XLI SS Industrial Select Sector Reduce -42.0% 0.17% −0.11
WFC Wells Fargo & Co. Reduce -3.9% 0.43% −0.09
AXP American Express Co. Reduce -51.6% 0.06% −0.09
XLB SS Materials Select Sector Reduce -81.5% 0.02% −0.09
KR Kroger Co. Reduce -66.4% 0.05% −0.08
RMD Resmed Inc. Reduce -47.9% 0.08% −0.08
CCI Crown Castle Inc. Reduce -75.8% 0.02% −0.08
PYPL PayPal Holdings Inc. Reduce -48.0% 0.05% −0.08
WCLD Wisdomtree Cloud Computing Sold out 0.00% −0.08
IVV iShares Core S&P 500 ETF Reduce -0.4% 1.69% −0.07
C Citigroup Inc. Reduce -28.6% 0.17% −0.07
PINS Pinterest Inc. Class A Reduce -7.8% 0.13% −0.07
JPM JPMorgan Chase & Co. Reduce -2.4% 0.52% −0.06
PG The Procter & Gamble Co. Reduce -29.3% 0.15% −0.06
XLY SS Consumer Disc Select Sect Reduce -13.3% 0.22% −0.06
CVS CVS Health Corp. Reduce -3.9% 0.38% −0.05
PWR Quanta Services Inc. Reduce -64.9% 0.04% −0.05
COF Capital One Financial Corp. Reduce -27.8% 0.06% −0.05
M Macy's Inc. Sold out 0.00% −0.05
SO The Southern Co. Reduce -76.1% 0.02% −0.04
CMA Comerica Inc. Sold out 0.00% −0.04
ABT Abbott Laboratories Reduce -3.2% 0.18% −0.04
BLK BlackRock Inc. Reduce -6.2% 0.24% −0.04
XLF SS Financial Select Sector Reduce -6.0% 0.25% −0.04
KMI Kinder Morgan Inc. Reduce -52.3% 0.06% −0.04
EFX Equifax Inc. Reduce -0.1% 0.18% −0.04
IVW iShares S&P 500 Growth ETF Reduce -11.1% 0.16% −0.04
SUB iShares Short-Term National Reduce -6.8% 0.47% −0.03
IEFA iShares Core MSCI Eafe ETF Reduce -7.7% 0.51% −0.03
EL Estee Lauder Companies Class A Reduce -34.9% 0.02% −0.03
DVY iShares Select Dividend ETF Reduce -20.6% 0.18% −0.03
GOOG Alphabet Inc. Class C Reduce -2.3% 0.25% −0.03
TSM Taiwan Semiconductor-SP ADR Reduce -23.5% 0.16% −0.03
CSCO Cisco Systems Inc. Reduce -14.9% 0.17% −0.03
XLC SS Comm Select Sector SPDR Reduce -10.5% 0.15% −0.03
TSLA Tesla Inc. Reduce -4.2% 0.10% −0.02
FNF Fidelity National Financial Reduce -2.0% 0.12% −0.02
XLV SS Health Care Select Sector Reduce -6.5% 0.20% −0.02

Portfolio Buys Q4 2025 → Q1 2026

VTV Vanguard Mrngstr Val ETF-Aui Add +661.1% 0.61% +0.53
FNDX Schwab Fndmntl US LRG Co. ETF New 0.53% +0.53
IWF iShares Russell 1000 Growth Add +402.0% 0.66% +0.51
QQQ Invesco QQQ Trust Series 1 Add +862.5% 0.55% +0.49
VEA Vanguard Ftse Developed ETF Add +18.9% 2.51% +0.47
XMMO Invesco S&P Midcap Momentum New 0.44% +0.44
VOO Vanguard S&P 500 ETF Add +12.0% 6.04% +0.43
IWY iShares Russell Top 200 Grow New 0.30% +0.30
CGGR Cap Group Growth Equity New 0.30% +0.30
SPYV SS SPDR P S&P 500 Value ETF Add +16.9% 1.84% +0.27
GIS General Mills Inc. Add +389.6% 0.25% +0.19
CNH CNH Industrial NV Add +45.8% 0.38% +0.16
SPYG SS SPDR P S&P 500 Growth ETF Add +15.9% 2.39% +0.16
CPRT Copart Inc. Add +69.2% 0.46% +0.14
CFG Citizens Financial Group Add +81.5% 0.30% +0.14
APA Apa Corp. Add +4.1% 0.31% +0.14
VRT Vertiv Holdings Co. Class A Add +30.0% 0.27% +0.14
CVX Chevron Corp. Add +22.8% 0.29% +0.12
VTEB Vanguard Tax-Exempt Bond ETF Add +23.2% 0.61% +0.12
XOM Exxon Mobil Corp. Add +0.8% 0.37% +0.11
NVO Novo-Nordisk A/S-Spons ADR Add +375.1% 0.15% +0.11
ETHA iShares Ethereum Trust ETF New 0.10% +0.10
VWO Vanguard Ftse Emerging Marke Add +18.4% 0.61% +0.10
XMHQ Invesco S&P Midcap Qual ETF New 0.10% +0.10
SCHA Schwab US Small-Cap ETF Add +21.1% 0.42% +0.08
SLB SLB Ltd. Add +1.2% 0.28% +0.08
IBM Intl Business Machines Corp. Add +66.4% 0.26% +0.07
USB US Bancorp Add +23.1% 0.39% +0.07
COP Conocophillips Add +0.7% 0.22% +0.07
ZS Zscaler Inc. New 0.07% +0.07
CTRA Coterra Energy Inc. Add +3.7% 0.23% +0.07
LAMR Lamar Advertising Co. Class A Add +168.4% 0.09% +0.06
VCIT Vanguard Int-Term Corporate Add +12.4% 0.52% +0.06
AEP American Electric Power Add +827.4% 0.06% +0.05
PCAR Paccar Inc. Add +55.1% 0.14% +0.05
TGT Target Corp. Add +3.8% 0.23% +0.05
VCSH Vanguard S/T Corp. Bond ETF Add +9.2% 0.59% +0.05
PFE Pfizer Inc. Add +13.5% 0.22% +0.05
VTI VG Morningstar TS MKT ETF-US Add +62.3% 0.13% +0.05
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +41.7% 0.20% +0.05
IBIT iShares Bitcoin Trust ETF Add +59.5% 0.23% +0.04
VMBS Vanguard Mortgage-Backed Sec Add +19.7% 0.26% +0.04
DOC Healthpeak Properties Inc. Add +48.9% 0.12% +0.04
TAP Molson Coors Beverage Co. Class B Add +39.9% 0.17% +0.04
FITB Fifth Third Bancorp Add +277.8% 0.05% +0.04
HSY The Hershey Co. Add +10.3% 0.17% +0.04
PNFP Pinnacle Financial Partners New 0.03% +0.03
FELE Franklin Electric Co. Inc. New 0.03% +0.03
KMX Carmax Inc. Add +22.3% 0.14% +0.03
SCI Service Corp. International New 0.03% +0.03

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