SCHEDULE: Invesco Discloses 7.5% Stake in Ultra Clean Holdings
Beneficial Ownership Report
Invesco Ltd. has reported a 7.5% beneficial ownership stake in Ultra Clean Holdings Inc., totaling 3,399,834 shares of common stock.
Summary
- Invesco Ltd. has filed a Schedule 13G, disclosing beneficial ownership of 3,399,834 shares of Ultra Clean Holdings Inc. common stock.
- This ownership represents 7.5% of the class of securities.
- Invesco Ltd. holds sole voting power over 3,386,651 shares and sole dispositive power over 3,399,834 shares.
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Ultra Clean Holdings Inc.
- Invesco Ltd. is filing as a parent holding company and investment adviser, with subsidiaries including Invesco Advisers, Inc., Invesco Investment Advisers LLC, and Invesco Capital Management LLC.
Sentiment
Score: 7
Explanation: StockSavvy.ai views this filing as moderately positive, as it indicates a significant, passive investment by a reputable institutional asset manager, which can instill investor confidence without suggesting activist intentions.
Positives
- A significant 7.5% stake by a major institutional investor like Invesco Ltd. can signal confidence in Ultra Clean Holdings Inc.'s long-term prospects.
- The filing explicitly states the stake is for ordinary course of business and not for control, suggesting a passive, supportive investment.
Industry Context
StockSavvy.ai notes that the disclosure of a significant stake by a large asset manager like Invesco Ltd. in a semiconductor equipment and services company like Ultra Clean Holdings Inc. can often be viewed positively by the market, indicating institutional interest in the sector or the specific company's position within it.
Stakeholder Impact
- Shareholders may view the increased institutional ownership as a positive signal, potentially leading to greater stock stability and liquidity.
- The declaration of a passive investment intent reassures existing management and the board that Invesco is not seeking to influence control.
Key Dates
| Date | Description |
|---|---|
| 01/30/2026 | Date of the Joint Filing Agreement for the Schedule 13G. |
| 02/12/2026 | Date the Schedule 13G was signed by Invesco Ltd. |
| 12/31/2025 | Date of the event which required the filing of this statement. |
Keywords
Ultra Clean Holdings Inc., Invesco Ltd., UCT, Common Stock, Beneficial Ownership, Institutional Investor, Schedule 13G, SEC Filing, Investment Adviser, Parent Holding Company
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