Q2 2026 13F · SEC CIK 707179

Old National Bancorp /in/

Bank & trustFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.0B
Reported positions: 625
Top holdings a year, 3 yrs: +21.9%
Average holding period: 11.0 yrs

Old National Bancorp /in/ is a bank & trust that reported 625 positions worth $5.0B in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Lilly Eli & Co (LLY, 14.5%), Vanguard S&p 500 ETF (VOO, 8.3%), Apple Inc (AAPL, 3.5%). A portfolio copying its top holdings returned 21.9% a year over the last 3 years, against 20.4% for the S&P 500.

Old National Bancorp /in/ holdings largest 50 of 625 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Old National Bancorp /in/ 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
LLYLilly Eli & Co	14.5%	9.5%	605,458	-1.3%	$726.2M
VOOVanguard S&p 500 ETF	8.3%	6.0%	603,781	+0.1%	$414.7M
AAPLApple Inc	3.5%	2.7%	599,399	-5.3%	$173.4M
SPYGSpdr Series Trust	3.4%	2.4%	1,429,611	-1.7%	$170.1M
VEAVanguard Tax-Managed Fds	3.3%	2.5%	2,314,212	-0.9%	$164.9M
GOOGLAlphabet Inc	2.8%	2.1%	398,672	-6.6%	$142.5M
SPYSpdr S&p 500 ETF Tr	2.8%	3.4%	185,212	-41.2%	$138.3M
MSFTMicrosoft Corp	2.4%	2.1%	317,627	-5.3%	$118.5M
SPYVSpdr Series Trust	2.3%	1.8%	1,922,651	-1.0%	$116.9M
IVVIshares Core S&p 500 ETF	2.1%	1.7%	142,095	-7.8%	$106.4M
AMZNAmazon Com Inc Com	1.8%	1.4%	378,131	-2.7%	$90.1M
XLKState Street Technology Select Sector Sp	1.2%	0.7%	304,184	-2.3%	$58.0M
VWOVanguard Intl Equity Index F	0.8%	0.6%	711,781	+5.7%	$42.5M
VTEBVanguard Tx Ex Bd	0.8%	0.6%	837,585	+14.1%	$42.4M
METAMeta Platforms Inc Class A	0.8%	0.7%	70,645	-7.9%	$39.8M
ONBOld Natl Bancorp Ind	0.8%	15.8%	1,516,625	-96.5%	$39.3M
VCSHVanguard Scottsdale Fds	0.8%	0.6%	488,005	+10.1%	$38.6M
VONEVanguard Scottsdale Fds	0.8%	0.5%	111,935	+5.8%	$37.9M
VGSHVanguard Short-Term Treasury ETF Total	0.7%	0.6%	641,271	+1.6%	$37.3M
VVisa Inc Com Cl A	0.7%	0.6%	108,609	-4.9%	$37.3M
FTNTFortinet Inc	0.7%	—	218,118	—	$33.5M
CVSCvs Caremark Corporation	0.7%	0.4%	323,457	+2.5%	$33.5M
IEFAIshares Core Msci Eafe ETF	0.7%	0.5%	341,806	+2.6%	$33.0M
JPMJpmorgan Chase & Co	0.6%	0.5%	98,543	-6.2%	$32.3M
ABBVAbbvie Inc	0.6%	0.4%	126,179	+2.7%	$31.8M
VCITVanguard Scottsdale Fds	0.6%	0.5%	379,883	+2.0%	$31.4M
SCHASchwab U.s. Small-Cap ETF	0.6%	0.4%	838,856	-3.5%	$30.3M
VGITVanguard Intermediate Treasury ETF	0.5%	0.4%	464,632	+11.6%	$27.4M
OEFIshares S&p 100 ETF	0.5%	0.4%	74,354	-0.9%	$27.2M
VYMVym	0.5%	0.5%	166,645	-23.3%	$26.3M
SUBIshares Tr	0.5%	0.5%	244,497	-6.8%	$26.0M
WFCWells Fargo Co New	0.5%	0.4%	313,193	-3.8%	$25.9M
USBUS Bancorp Del	0.5%	0.4%	423,598	-4.5%	$25.6M
COSTCostco Whsl Corp New	0.5%	0.5%	27,104	-1.9%	$25.4M
JNJJohnson & Johnson	0.5%	0.4%	99,264	-7.3%	$25.2M
VIOOVanguard Admiral Fds Inc	0.5%	0.3%	172,006	-0.9%	$23.7M
UNHUnitedhealth Group Inc Com	0.4%	—	52,077	—	$21.6M
TMOThermo Fisher Scientific Inc	0.4%	0.4%	42,190	-9.5%	$21.2M
IWMIshares	0.4%	0.5%	70,355	-38.4%	$21.1M
VTRVentas Inc	0.4%	—	235,114	—	$20.9M
VRTVertiv Holdings Co	0.4%	—	61,727	—	$20.7M
CFGCitizens Finl Group Inc	0.4%	—	285,425	—	$20.0M
CNHICnh Indl N V	0.4%	0.4%	1,751,726	-14.5%	$19.7M
CPRTCopart Inc	0.4%	0.5%	697,442	-15.5%	$19.7M
IVOOVanguard Admiral Fds Inc	0.4%	—	148,192	—	$19.3M
MRKMerck & Co. Inc	0.4%	—	145,489	—	$18.7M
SLBSlb Limited	0.3%	—	373,840	—	$17.4M
VMBSVmbs	0.3%	—	360,149	—	$16.9M
BBWIBath & Body Works Inc	0.3%	—	718,792	—	$16.6M
XOMExxon Mobil Corp	0.3%	0.4%	118,856	-8.1%	$16.2M

What Old National Bancorp /in/ bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +29.0% /yr; S&P 500 +20.1%
3 years: +21.9% /yr; S&P 500 +20.4%
5 years: +15.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.0B	625
Q1 2026	$6.0B	615
Q4 2025	$6.0B	604
Q3 2025	$5.8B	605
Q2 2025	$5.6B	595
Q1 2025	$3.8B	522
Q4 2024	$4.2B	655
Q3 2024	$4.3B	646
Q2 2024	$4.2B	623
Q1 2024	$4.2B	629
Q4 2023	$3.8B	640
Q3 2023	$3.5B	623

Questions about Old National Bancorp /in/'s portfolio

What stocks does Old National Bancorp /in/ own?

Old National Bancorp /in/'s latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 625 positions worth $5.0B. The largest are Lilly Eli & Co (LLY) at 14.5%, Vanguard S&p 500 ETF (VOO) at 8.3%, Apple Inc (AAPL) at 3.5%, Spdr Series Trust (SPYG) at 3.4% and Vanguard Tax-Managed Fds (VEA) at 3.3%.

What did Old National Bancorp /in/ buy last quarter?

In Q2 2026, Old National Bancorp /in/ added Vanguard Tx Ex Bd (VTEB) (+14.1% shares), Vanguard Intermediate Treasury ETF (VGIT) (+11.6% shares) and Vanguard Scottsdale Fds (VCSH) (+10.1% shares), compared with its Q1 2026 filing.

What did Old National Bancorp /in/ sell last quarter?

In Q2 2026, Old National Bancorp /in/ cut from its top 50 Ishares Tr (AGG), cut from its top 50 Ishares Russell 1000 Growth ETF (IWF), cut from its top 50 Vanguard Value ETF (VTV), cut from its top 50 Invesco Qqq Tr (QQQ), cut from its top 50 Schwab Strategic Tr (FNDX), Old Natl Bancorp Ind (ONB) (-96.5% shares), Spdr S&p 500 ETF Tr (SPY) (-41.2% shares) and Ishares (IWM) (-38.4% shares), compared with its Q1 2026 filing.

How has Old National Bancorp /in/'s portfolio performed?

A portfolio copying Old National Bancorp /in/'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.0% against +20.1%. Over 5 years: +15.8% a year against +11.6%.

When is Old National Bancorp /in/'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Old National Bancorp /in/'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.