13F filing deadlines for 2026 and 2027
A Form 13F is due 45 days after each calendar quarter ends. When the 45th day falls on a Saturday, a Sunday or a federal holiday, the deadline moves to the next business day. Holdings at 30 September 2026 are due on Monday, 16 November 2026, and holdings at 31 December 2026 on Tuesday, 16 February 2027, because 14 February is a Sunday and 15 February is Washington's Birthday.
The rule
45 days after each calendar quarter ends (Rule 13f-1)
Weekends and holidays
Moves to the next business day (Rule 0-3)
Quarter to 30 Sep 2026
Due Monday, 16 November 2026
Quarter to 31 Dec 2026
Due Tuesday, 16 February 2027
| Holdings at | 45th day | Due | Why it moved |
|---|---|---|---|
| 31 Dec 2025 | Sat 14 Feb 2026 | Tue 17 Feb 2026 | 14 February is a Saturday and 16 February is Washington's Birthday |
| 31 Mar 2026 | Fri 15 May 2026 | Fri 15 May 2026 | |
| 30 Jun 2026 | Fri 14 Aug 2026 | Fri 14 Aug 2026 | |
| 30 Sep 2026 | Sat 14 Nov 2026 | Mon 16 Nov 2026Next | 14 November is a Saturday |
| 31 Dec 2026 | Sun 14 Feb 2027 | Tue 16 Feb 2027 | 14 February is a Sunday and 15 February is Washington's Birthday |
| 31 Mar 2027 | Sat 15 May 2027 | Mon 17 May 2027 | 15 May is a Saturday |
| 30 Jun 2027 | Sat 14 Aug 2027 | Mon 16 Aug 2027 | 14 August is a Saturday |
| 30 Sep 2027 | Sun 14 Nov 2027 | Mon 15 Nov 2027 | 14 November is a Sunday |
Funds that have already filed for the September 2026 quarter: biggest moves in Apple
| Fund | Change in shares | Shares now | Status |
|---|---|---|---|
| Assenagon Asset Management S.A. | -11,509,476 | 19,313,956 | trimmed |
| Cardano Risk Management B.V. | +1,509,994 | 5,855,505 | added |
| Wealth Enhancement Advisory Services, LLC | +691,647 | 7,085,219 | added |
| Jessup Wealth Management, Inc | +404,127 | 492,952 | added |
| Ninety One UK Ltd | -346,987 | 4,553,396 | trimmed |
| Mission Wealth Management, LP | -281,214 | 930,737 | trimmed |
| Concurrent Investment Advisors, LLC | +270,750 | 1,404,218 | added |
| Axxcess Wealth Management, LLC | -277,281 | 284,341 | trimmed |
| Fjarde Ap-Fonden /fourth Swedish National Pension Fund | -238,380 | 3,908,828 | trimmed |
| Abn Amro Investment Solutions | +234,748 | 2,277,466 | added |
| Gateway Investment Advisers LLC | +213,920 | 2,906,377 | added |
| Sax Wealth Advisors, LLC | +201,062 | 325,723 | added |
Due 16 Nov 2026. Every fund holding Apple on greeksoup.ai ↗
When the filings actually arrive
Managers can file at any point in the 45 days, so a company's list of fund holders for a quarter keeps filling up until the deadline. Reading a quarter's holders before the deadline shows only the funds that have filed so far.
Schedule 13G uses the same clock
Qualified institutions and exempt investors who cross 5% of a company's voting shares file their first Schedule 13G within 45 days after the quarter in which they crossed it, and amendments for a material change follow the same 45-day clock. Those deadlines fall on the same dates as the 13F. A qualified institution that goes above 10% before the quarter ends files sooner: within five business days after the end of that month.
Questions
13F deadlines: common questions
When is the 13F deadline for the third quarter of 2026?
Monday, 16 November 2026. The 45th day after 30 September is Saturday, 14 November, so the deadline moves to the next business day.
When is the 13F deadline for the fourth quarter of 2026?
Tuesday, 16 February 2027. The 45th day after 31 December is Sunday, 14 February, and Monday, 15 February is Washington's Birthday, a federal holiday.
Why was the deadline for the fourth quarter of 2025 on 17 February 2026?
The 45th day was Saturday, 14 February 2026, and Monday, 16 February was Washington's Birthday, so the next business day was Tuesday, 17 February.
What if the 45th day is a holiday?
SEC Rule 0-3 lets a filing due on a Saturday, a Sunday or a holiday be made on the first business day after it.
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